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 FINANCIAL4 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $33,904 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,949 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,405 |
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 | $48,778 | $58,101-16.0% | $118,925-59.0% | $73,409-33.6% |
| Participation rate | 30.8% | 56.1%-25.4pp | 75.4%-44.6pp | 72.2%-41.4pp |
| Annual return | 22.56% | 20.56%+2.0pp | 35.88%-13.3pp | 59.29%-36.7pp |
| Employer contribution / active EE | $832 | $1,445-42.4% | $3,263-74.5% | $2,234-62.8% |
| Participant deferral / active EE | $1,273 | $2,400-47.0% | $4,265-70.2% | $3,805-66.5% |
| Admin fee / account holder | $136 | $138-1.4% | $6,581-97.9% | $158-13.7% |