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 | $21,790 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $10,783 |
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 | $22,650 | $54,320-58.3% | $67,652-66.5% | $52,331-56.7% |
| Participation rate | 89.8% | 73.6%+16.2pp | 75.7%+14.2pp | 68.1%+21.7pp |
| Annual return | 0.88% | 6.81%-5.9pp | 6625.04%-6624.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $480 | $1,544-68.9% | $2,266-78.8% | $1,882-74.5% |
| Participant deferral / active EE | $2,441 | $2,950-17.3% | $3,560-31.4% | $3,022-19.2% |
| Admin fee / account holder | $79 | $527-85.0% | $4,821-98.4% | $592-86.6% |