See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $29,945 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,207 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $338 |
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 | $107,254 | $62,132+72.6% | $185,823-42.3% | $73,488+45.9% |
| Participation rate | 77.1% | 67.8%+9.3pp | 78.0%-0.9pp | 70.7%+6.5pp |
| Annual return | 14.66% | 20.44%-5.8pp | 35.95%-21.3pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,820 | $1,681+8.3% | $4,087-55.5% | $2,270-19.8% |
| Participant deferral / active EE | $3,723 | $3,711+0.3% | $5,632-33.9% | $3,740-0.4% |
| Admin fee / account holder | $302 | $419-27.8% | $9,500-96.8% | $513-41.1% |