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 | $63,136 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $43,524 |
Service code 13 PO BOX 196 · TUPELO, MS 388020196 | Contract Administrator | $12,002 |
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 | $44,143 | $81,537-45.9% | $149,718-70.5% | $69,631-36.6% |
| Participation rate | 87.5% | 86.1%+1.4pp | 87.1%+0.5pp | 70.7%+16.8pp |
| Annual return | 67.07% | 22.79%+44.3pp | 1501.63%-1434.6pp | 27571.02%-27504.0pp |
| Employer contribution / active EE | $1,453 | $3,239-55.2% | $5,445-73.3% | $2,032-28.5% |
| Participant deferral / active EE | $4,024 | $4,994-19.4% | $6,569-38.7% | $3,224+24.8% |
| Admin fee / account holder | $160 | $107+49.4% | $11,283-98.6% | $110+44.6% |