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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $13,539 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,975 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,615 |
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 | $80,433 | $62,586+28.5% | $76,768+4.8% | $64,186+25.3% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -5.70% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,396 | $1,832+30.8% | $2,485-3.6% | $2,381+0.7% |
| Participant deferral / active EE | $6,476 | $3,145+106.0% | $3,852+68.2% | $3,470+86.7% |
| Admin fee / account holder | $29 | $4,667-99.4% | $6,675-99.6% | $4,888-99.4% |