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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $35,695 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,059 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $181 |
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 | $42,828 | $66,601-35.7% | $92,893-53.9% | $67,579-36.6% |
| Participation rate | 54.1% | 72.5%-18.4pp | 76.0%-21.9pp | 71.3%-17.1pp |
| Annual return | 18.21% | 92.58%-74.4pp | 109.41%-91.2pp | 378.56%-360.3pp |
| Employer contribution / active EE | $1,270 | $2,775-54.3% | $3,653-65.2% | $2,148-40.9% |
| Participant deferral / active EE | $2,060 | $3,157-34.8% | $4,236-51.4% | $3,539-41.8% |
| Admin fee / account holder | $37 | $199-81.6% | $5,794-99.4% | $142-74.3% |