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 FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $69,249 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,061 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,291 | $73,404-41.0% | $87,100-50.3% | $67,579-35.9% |
| Participation rate | 68.1% | 80.9%-12.8pp | 76.9%-8.8pp | 71.3%-3.2pp |
| Annual return | 18.03% | 48.29%-30.3pp | 28.19%-10.2pp | 378.56%-360.5pp |
| Employer contribution / active EE | $200 | $2,014-90.1% | $2,521-92.1% | $2,148-90.7% |
| Participant deferral / active EE | $2,227 | $3,913-43.1% | $4,049-45.0% | $3,539-37.1% |
| Admin fee / account holder | $134 | $142-5.7% | $7,497-98.2% | $142-6.2% |