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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,374 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $28,810 |
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 | $65,140 | $56,972+14.3% | $182,532-64.3% | $65,185-0.1% |
| Participation rate | 81.3% | 66.5%+14.7pp | 78.0%+3.3pp | 70.2%+11.1pp |
| Annual return | 5.36% | 27.67%-22.3pp | 148.54%-143.2pp | 29.38%-24.0pp |
| Employer contribution / active EE | $1,620 | $1,615+0.3% | $4,076-60.3% | $2,177-25.6% |
| Participant deferral / active EE | $3,369 | $3,526-4.5% | $5,524-39.0% | $3,514-4.1% |
| Admin fee / account holder | $278 | $528-47.3% | $8,592-96.8% | $847-67.2% |