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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $30,640 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,629 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,931 | $60,545-27.4% | $92,233-52.4% | $69,631-36.9% |
| Participation rate | 53.4% | 72.2%-18.7pp | 76.5%-23.1pp | 70.7%-17.3pp |
| Annual return | 14.24% | 19.71%-5.5pp | 176.28%-162.0pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,145 | $2,633-56.5% | $3,679-68.9% | $2,032-43.6% |
| Participant deferral / active EE | $1,819 | $2,828-35.7% | $3,897-53.3% | $3,224-43.6% |
| Admin fee / account holder | $25 | $145-82.9% | $5,194-99.5% | $110-77.6% |