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 FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $7,273 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES IN. Service code 13 | Contract Administrator | $1,305 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $715 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $588 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,318 | $57,354-73.3% | $83,848-81.7% | $64,186-76.1% |
| Participation rate | 95.6% | 68.6%+27.0pp | 76.1%+19.4pp | 69.6%+26.0pp |
| Annual return | -11.35% | 11.38%-22.7pp | 850.88%-862.2pp | 7.63%-19.0pp |
| Employer contribution / active EE | $2,729 | $2,545+7.2% | $3,631-24.8% | $2,381+14.6% |
| Participant deferral / active EE | $1,519 | $2,993-49.2% | $4,082-62.8% | $3,470-56.2% |
| Admin fee / account holder | $129 | $4,046-96.8% | $5,478-97.6% | $4,888-97.4% |