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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $23,788 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,159 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,707 | $50,498-29.3% | $75,781-52.9% | $55,191-35.3% |
| Participation rate | 55.3% | 69.4%-14.1pp | 75.8%-20.5pp | 69.2%-13.8pp |
| Annual return | -1.25% | 1.80%-3.0pp | 9.68%-10.9pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,024 | $2,291-55.3% | $3,323-69.2% | $1,899-46.1% |
| Participant deferral / active EE | $1,461 | $2,589-43.6% | $3,651-60.0% | $3,046-52.0% |
| Admin fee / account holder | $13 | $123-89.3% | $5,299-99.8% | $91-85.6% |