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 FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 P.O. BOX 509026 · SAN DIEGO, CA 921509206 | Advisory (Plan) | $24,737 |
ELLIS BENEFITS GROUP, INC.1+ years Filed as: ELLIS BENEFITS GROUP Service code 13 P.O. BOX 2470 · CORDOVA, TN 380882470 | Contract Administrator | $9,485 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,144 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $144 |
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 | $58,206 | $51,769+12.4% | $57,343+1.5% | $52,331+11.2% |
| Participation rate | 83.2% | 75.2%+7.9pp | 75.1%+8.1pp | 68.1%+15.1pp |
| Annual return | 0.68% | 2.43%-1.7pp | 24.39%-23.7pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,854 | $2,335-20.6% | $2,689-31.0% | $1,882-1.5% |
| Participant deferral / active EE | $2,891 | $2,794+3.5% | $3,162-8.6% | $3,022-4.3% |
| Admin fee / account holder | $5 | $295-98.4% | $3,356-99.9% | $592-99.2% |