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 FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $11,334 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,397 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,717 |
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 | $72,716 | $60,165+20.9% | $74,183-2.0% | $55,167+31.8% |
| Participation rate | 94.4% | 74.2%+20.3pp | 76.6%+17.8pp | 69.0%+25.5pp |
| Annual return | 9.60% | 10.00%-0.4pp | 17.74%-8.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,906 | $1,600+19.2% | $2,370-19.6% | $1,963-2.9% |
| Participant deferral / active EE | $5,042 | $2,973+69.6% | $3,550+42.0% | $3,054+65.1% |
| Admin fee / account holder | $29 | $419-93.1% | $5,586-99.5% | $504-94.3% |