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 · EIN 64-0862173 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,642 | $70,667-56.6% | $123,104-75.1% | $52,331-41.4% |
| Participation rate | 85.3% | 83.7%+1.6pp | 86.8%-1.5pp | 68.1%+17.2pp |
| Annual return | 0.75% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,171 | $2,946-60.2% | $5,151-77.3% | $1,882-37.8% |
| Participant deferral / active EE | $3,190 | $4,493-29.0% | $6,230-48.8% | $3,022+5.6% |
| Admin fee / account holder | $32 | $506-93.7% | $9,015-99.6% | $592-94.6% |