See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $5,011 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,855 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 1250 CAPITAL OF TEXAS HWY BLDG 2 · W LAKE HILLS, TX 787466446 | Other Commissions | $2,147 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,559 | $46,732-83.8% | $156,549-95.2% | $55,167-86.3% |
| Participation rate | 60.0% | 65.8%-5.8pp | 84.0%-24.0pp | 69.0%-9.0pp |
| Annual return | 1.28% | 17.72%-16.4pp | 32.23%-30.9pp | 169.23%-167.9pp |
| Employer contribution / active EE | $147 | $2,105-93.0% | $5,501-97.3% | $1,963-92.5% |
| Participant deferral / active EE | $889 | $2,204-59.7% | $4,871-81.8% | $3,054-70.9% |
| Admin fee / account holder | $34 | $418-91.8% | $13,027-99.7% | $504-93.2% |