See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $25,089 |
PENSYS, INC.6 years Filed as: PENSYS INC Service code 13 · EIN 68-0348235 3000 LAVA RIDGE COURT SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $3,136 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,283 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,123 | $65,435-3.5% | $86,677-27.2% | $66,914-5.7% |
| Participation rate | 59.1% | 75.5%-16.3pp | 76.6%-17.5pp | 69.8%-10.7pp |
| Annual return | -13.13% | -10.89%-2.2pp | 35.91%-49.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $2,354 | $2,153+9.3% | $2,836-17.0% | $2,544-7.5% |
| Participant deferral / active EE | $2,969 | $4,100-27.6% | $4,656-36.2% | $4,237-29.9% |
| Admin fee / account holder | $69 | $642-89.3% | $7,493-99.1% | $593-88.4% |