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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,168 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $8,245 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,894 | $78,275-77.1% | $109,143-83.6% | $86,799-79.4% |
| Participation rate | 41.0% | 73.8%-32.8pp | 75.9%-34.9pp | 72.3%-31.3pp |
| Annual return | 24.04% | 19.14%+4.9pp | 25.75%-1.7pp | 97.91%-73.9pp |
| Employer contribution / active EE | $661 | $3,105-78.7% | $3,722-82.2% | $2,405-72.5% |
| Participant deferral / active EE | $1,670 | $3,641-54.1% | $4,653-64.1% | $4,131-59.6% |
| Admin fee / account holder | $67 | $198-66.2% | $6,752-99.0% | $170-60.4% |