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 | $8,763 |
LPL FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $3,889 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $3,155 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 13 PO BOX 5757 · BOSTON, MA 02205 | Contract Administrator | $2,134 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,235 | $65,041-25.8% | $90,951-47.0% | $79,858-39.6% |
| Participation rate | 63.8% | 61.6%+2.2pp | 69.0%-5.2pp | 69.6%-5.8pp |
| Annual return | 13.47% | 30.45%-17.0pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,568 | $1,247+25.8% | $2,122-26.1% | $2,471-36.5% |
| Participant deferral / active EE | $1,780 | $2,512-29.1% | $3,373-47.2% | $3,740-52.4% |
| Admin fee / account holder | $111 | $4,536-97.5% | $5,959-98.1% | $5,306-97.9% |