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 FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $85,226 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,617 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,362 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,052 | $185,342-71.4% | $111,297-52.3% | $86,799-38.9% |
| Participation rate | 65.8% | 81.0%-15.2pp | 77.3%-11.5pp | 72.3%-6.5pp |
| Annual return | 13.68% | 500.80%-487.1pp | 54.65%-41.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $257 | $2,246-88.5% | $2,731-90.6% | $2,405-89.3% |
| Participant deferral / active EE | $2,570 | $4,458-42.4% | $4,487-42.7% | $4,131-37.8% |
| Admin fee / account holder | $175 | $255-31.3% | $7,964-97.8% | $170+3.5% |