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 | $19,290 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $13,673 |
Service code 99 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Other Fees | $150 |
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 | $50,087 | $44,221+13.3% | $121,196-58.7% | $56,287-11.0% |
| Participation rate | 88.6% | 61.1%+27.6pp | 71.7%+16.9pp | 69.9%+18.8pp |
| Annual return | -6.10% | -3.58%-2.5pp | 16.93%-23.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,030 | $1,480+104.8% | $4,022-24.7% | $2,111+43.5% |
| Participant deferral / active EE | $4,485 | $2,521+77.9% | $3,344+34.1% | $3,350+33.9% |
| Admin fee / account holder | $216 | $480-54.9% | $5,019-95.7% | $521-58.5% |