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 | $41,789 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $17,231 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $548 |
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 | $32,886 | $70,002-53.0% | $115,037-71.4% | $52,331-37.2% |
| Participation rate | 83.4% | 72.1%+11.3pp | 81.4%+2.1pp | 68.1%+15.3pp |
| Annual return | -1.10% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,494 | $2,715-45.0% | $4,608-67.6% | $1,882-20.6% |
| Participant deferral / active EE | $4,047 | $4,920-17.7% | $6,026-32.9% | $3,022+33.9% |
| Admin fee / account holder | $286 | $566-49.6% | $8,175-96.5% | $592-51.7% |