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 | $37,573 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $25,166 |
T. E. LOTT AND COMPANY3+ years Filed as: T. E. LOTT & COMPANY, P.A. Service code 13 | Contract Administrator | $5,000 |
T. E. LOTT AND COMPANY4+ years Filed as: T.E. LOTT & COMPANY, P.A. Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $1,750 |
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 | $34,853 | $59,186-41.1% | $76,768-54.6% | $56,287-38.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 77.0%+4.9pp | 69.9%+12.0pp |
| Annual return | -4.53% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,010 | $1,759-42.6% | $2,485-59.4% | $2,111-52.2% |
| Participant deferral / active EE | $2,637 | $3,255-19.0% | $3,852-31.5% | $3,350-21.3% |
| Admin fee / account holder | $126 | $489-74.2% | $6,675-98.1% | $521-75.8% |