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 FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $38,775 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,968 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,038 |
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 | $47,618 | $91,517-48.0% | $101,248-53.0% | $73,409-35.1% |
| Participation rate | 60.7% | 73.8%-13.1pp | 75.8%-15.1pp | 72.2%-11.5pp |
| Annual return | 15.55% | 17.17%-1.6pp | 46.47%-30.9pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,377 | $2,877-52.1% | $3,660-62.4% | $2,234-38.4% |
| Participant deferral / active EE | $2,259 | $3,338-32.3% | $4,370-48.3% | $3,805-40.6% |
| Admin fee / account holder | $45 | $216-79.3% | $5,945-99.2% | $158-71.6% |