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 FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $52,499 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,677 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,821 | $78,275-31.2% | $109,143-50.7% | $86,799-38.0% |
| Participation rate | 60.2% | 73.8%-13.6pp | 75.9%-15.6pp | 72.3%-12.0pp |
| Annual return | 13.19% | 19.14%-5.9pp | 25.75%-12.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,567 | $3,105-49.5% | $3,722-57.9% | $2,405-34.9% |
| Participant deferral / active EE | $2,542 | $3,641-30.2% | $4,653-45.4% | $4,131-38.5% |
| Admin fee / account holder | $60 | $198-69.6% | $6,752-99.1% | $170-64.4% |