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 year Filed as: LPL FINANICAL Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $21,100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,229 |
LINSCO/PRIVATE LEDGER CORP6+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $12,820 |
TRUOG-RYDING COMPANY, INC.5 years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $2,230 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOOD VILLAGE, CO 80111 | Investment Management | $1,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,618 | $81,474+3.9% | $133,956-36.8% | $73,488+15.1% |
| Participation rate | 92.7% | 76.4%+16.3pp | 79.8%+12.8pp | 70.7%+22.0pp |
| Annual return | 12.45% | 19.40%-7.0pp | 45.09%-32.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,293 | $2,209-41.5% | $3,919-67.0% | $2,270-43.0% |
| Participant deferral / active EE | $6,488 | $3,786+71.4% | $5,048+28.5% | $3,740+73.5% |
| Admin fee / account holder | $307 | $713-57.0% | $8,927-96.6% | $513-40.2% |