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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,009 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $26,357 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,727 | $71,142-66.6% | $119,609-80.2% | $64,808-63.4% |
| Participation rate | 88.4% | 78.6%+9.8pp | 79.3%+9.2pp | 71.5%+17.0pp |
| Annual return | -15.70% | -10.01%-5.7pp | -14.97%-0.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $418 | $2,497-83.3% | $4,232-90.1% | $2,506-83.3% |
| Participant deferral / active EE | $2,302 | $4,490-48.7% | $5,602-58.9% | $4,310-46.6% |
| Admin fee / account holder | $116 | $162-28.3% | $10,323-98.9% | $188-38.1% |