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 FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $11,155 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,675 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,300 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,599 | $123,793-58.3% | $177,821-71.0% | $79,858-35.4% |
| Participation rate | 78.2% | 84.7%-6.5pp | 87.7%-9.5pp | 69.6%+8.6pp |
| Annual return | 19.28% | 22.82%-3.5pp | 48.32%-29.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,996 | $4,095-51.3% | $5,918-66.3% | $2,471-19.2% |
| Participant deferral / active EE | $3,179 | $5,956-46.6% | $7,714-58.8% | $3,740-15.0% |
| Admin fee / account holder | $176 | $7,243-97.6% | $12,427-98.6% | $5,306-96.7% |