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 9-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,727 |
LPL FINANCIAL2+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $42,690 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $12,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,656 | $65,118-9.9% | $76,768-23.6% | $55,725+5.3% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.0%-17.0pp | 70.9%-10.9pp |
| Annual return | 5.18% | -1.27%+6.5pp | 2.43%+2.8pp | 244.93%-239.7pp |
| Employer contribution / active EE | $573 | $1,941-70.5% | $2,485-76.9% | $2,078-72.4% |
| Participant deferral / active EE | $2,089 | $3,688-43.4% | $3,852-45.8% | $3,356-37.7% |
| Admin fee / account holder | $219 | $116+89.0% | $6,675-96.7% | $115+90.1% |