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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,115 |
LPL FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $16,899 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 DBA FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $2,590 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,201 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,107 | $46,292-50.1% | $143,757-83.9% | $64,808-64.3% |
| Participation rate | 86.4% | 64.2%+22.2pp | 80.3%+6.1pp | 71.5%+15.0pp |
| Annual return | -17.80% | -10.05%-7.7pp | -0.04%-17.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,209 | $1,910-36.7% | $4,951-75.6% | $2,506-51.8% |
| Participant deferral / active EE | $3,439 | $2,646+30.0% | $5,637-39.0% | $4,310-20.2% |
| Admin fee / account holder | $99 | $154-35.6% | $14,673-99.3% | $188-47.3% |