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 | $549,252 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $66,748 |
Service code 13 PO BOX 196 · TUPELO, MS 388020196 | Contract Administrator | $5,000 |
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 | $37,675 | $88,515-57.4% | $162,163-76.8% | $67,579-44.3% |
| Participation rate | 89.1% | 86.8%+2.3pp | 87.6%+1.5pp | 71.3%+17.8pp |
| Annual return | 35.54% | 27.04%+8.5pp | 115.59%-80.1pp | 378.56%-343.0pp |
| Employer contribution / active EE | $1,277 | $3,563-64.2% | $5,614-77.3% | $2,148-40.5% |
| Participant deferral / active EE | $3,749 | $5,724-34.5% | $7,298-48.6% | $3,539+5.9% |
| Admin fee / account holder | $170 | $124+37.4% | $10,843-98.4% | $142+19.4% |