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 | $18,977 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $14,971 |
Service code 99 25 MERCHANT ST · CINCINNATI, OH 45246 | Other Fees | $25 |
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 | $46,340 | $63,156-26.6% | $122,332-62.1% | $62,292-25.6% |
| Participation rate | 78.7% | 60.0%+18.6pp | 71.6%+7.0pp | 69.5%+9.2pp |
| Annual return | 17.54% | 20.61%-3.1pp | 30.27%-12.7pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,437 | $1,385+76.0% | $4,050-39.8% | $2,042+19.3% |
| Participant deferral / active EE | $3,513 | $2,321+51.3% | $3,287+6.9% | $3,169+10.8% |
| Admin fee / account holder | $220 | $440-49.9% | $5,478-96.0% | $479-54.0% |