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 9-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 FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $32,174 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,217 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,287 | $124,414-63.6% | $115,157-60.7% | $67,579-33.0% |
| Participation rate | 44.7% | 58.1%-13.3pp | 75.9%-31.2pp | 71.3%-26.6pp |
| Annual return | 21.22% | 29.40%-8.2pp | 35.60%-14.4pp | 378.56%-357.3pp |
| Employer contribution / active EE | $806 | $1,454-44.6% | $3,179-74.6% | $2,148-62.5% |
| Participant deferral / active EE | $1,569 | $2,331-32.7% | $4,168-62.4% | $3,539-55.7% |
| Admin fee / account holder | $144 | $361-60.1% | $7,088-98.0% | $142+1.3% |