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+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $59,774 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,318 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $307 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,288 | $72,770-44.6% | $67,652-40.4% | $55,191-27.0% |
| Participation rate | 73.8% | 78.8%-5.0pp | 75.7%-1.9pp | 69.2%+4.6pp |
| Annual return | -1.25% | -3.26%+2.0pp | 6625.04%-6626.3pp | 10.78%-12.0pp |
| Employer contribution / active EE | $218 | $1,769-87.7% | $2,266-90.4% | $1,899-88.5% |
| Participant deferral / active EE | $1,720 | $3,408-49.5% | $3,560-51.7% | $3,046-43.5% |
| Admin fee / account holder | $135 | $79+70.7% | $4,821-97.2% | $91+48.2% |