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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 921502533 | Other Fees | $23,628 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,307 |
Employer contribution per participant 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 | $25,980 | $62,267-58.3% | $110,238-76.4% | $55,725-53.4% |
| Participation rate | 92.2% | 78.1%+14.0pp | 79.8%+12.3pp | 70.9%+21.3pp |
| Annual return | -5.65% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $455 | $1,941-76.6% | $3,826-88.1% | $2,078-78.1% |
| Participant deferral / active EE | $2,197 | $3,516-37.5% | $4,672-53.0% | $3,356-34.5% |
| Admin fee / account holder | $88 | $121-27.6% | $8,547-99.0% | $115-24.0% |