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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,023 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Other Commissions | $11,406 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $488 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,743 | $73,638-10.7% | $95,952-31.5% | $73,488-10.5% |
| Participation rate | 80.4% | 76.2%+4.2pp | 77.1%+3.3pp | 70.7%+9.7pp |
| Annual return | 16.32% | 16.78%-0.5pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,726 | $1,863-7.4% | $2,541-32.1% | $2,270-24.0% |
| Participant deferral / active EE | $3,891 | $3,617+7.6% | $4,167-6.6% | $3,740+4.1% |
| Admin fee / account holder | $322 | $482-33.2% | $6,795-95.3% | $513-37.2% |