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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,330 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES INVESTMENTS Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Investment Management | $33,291 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,745 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,085 | $62,928-52.2% | $172,739-82.6% | $67,579-55.5% |
| Participation rate | 86.2% | 64.5%+21.7pp | 82.6%+3.6pp | 71.3%+14.9pp |
| Annual return | 17.78% | 30.36%-12.6pp | 802.84%-785.1pp | 378.56%-360.8pp |
| Employer contribution / active EE | $2,835 | $1,636+73.3% | $5,143-44.9% | $2,148+32.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $103 | $167-37.9% | $13,954-99.3% | $142-27.3% |