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 FINANCIAL5 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $41,637 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,205 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,696 | $62,581-6.2% | $124,672-52.9% | $86,799-32.4% |
| Participation rate | 40.9% | 56.9%-16.0pp | 74.6%-33.8pp | 72.3%-31.4pp |
| Annual return | 18.16% | 26.67%-8.5pp | 5142.93%-5124.8pp | 97.91%-79.8pp |
| Employer contribution / active EE | $988 | $1,604-38.4% | $3,324-70.3% | $2,405-58.9% |
| Participant deferral / active EE | $1,821 | $2,725-33.2% | $4,614-60.5% | $4,131-55.9% |
| Admin fee / account holder | $185 | $170+8.9% | $7,493-97.5% | $170+8.9% |