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 |
|---|---|---|
EMJAY CORPORATION1+ years Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $15,138 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $4,550 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,754 | $50,898-18.0% | $171,082-75.6% | $55,167-24.3% |
| Participation rate | 88.1% | 63.3%+24.9pp | 76.7%+11.5pp | 69.0%+19.2pp |
| Annual return | 1.84% | 15.34%-13.5pp | 32.56%-30.7pp | 169.23%-167.4pp |
| Employer contribution / active EE | $1,270 | $1,433-11.4% | $4,002-68.3% | $1,963-35.3% |
| Participant deferral / active EE | $2,708 | $2,994-9.6% | $4,797-43.6% | $3,054-11.3% |
| Admin fee / account holder | $87 | $500-82.7% | $8,520-99.0% | $504-82.8% |