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 FINANCIAL2 years Filed as: LPL FINANICAL Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $44,971 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,607 |
TRUOG-RYDING COMPANY, INC.6 years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $4,800 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,020 | $93,182+7.3% | $146,665-31.8% | $79,386+26.0% |
| Participation rate | 93.9% | 76.4%+17.5pp | 80.1%+13.8pp | 70.7%+23.2pp |
| Annual return | 13.14% | 21.61%-8.5pp | 22.74%-9.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $2,502 | $2,420+3.4% | $4,136-39.5% | $2,427+3.1% |
| Participant deferral / active EE | $8,974 | $4,169+115.3% | $5,506+63.0% | $4,046+121.8% |
| Admin fee / account holder | $428 | $585-26.9% | $10,280-95.8% | $626-31.7% |