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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $13,913 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,449 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,409 | $52,293-66.7% | $178,490-90.2% | $73,409-76.3% |
| Participation rate | 86.9% | 65.3%+21.5pp | 81.9%+5.0pp | 72.2%+14.7pp |
| Annual return | 14.87% | 34.75%-19.9pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $945 | $1,735-45.6% | $5,011-81.1% | $2,234-57.7% |
| Participant deferral / active EE | $2,740 | $2,332+17.5% | $5,202-47.3% | $3,805-28.0% |
| Admin fee / account holder | $50 | $127-61.0% | $13,984-99.6% | $158-68.5% |