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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,647 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENTS Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Investment Management | $32,686 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $30,447 | $52,293-41.8% | $178,490-82.9% | $73,409-58.5% |
| Participation rate | 87.3% | 65.3%+21.9pp | 81.9%+5.3pp | 72.2%+15.1pp |
| Annual return | 10.54% | 34.75%-24.2pp | 151.07%-140.5pp | 59.29%-48.8pp |
| Employer contribution / active EE | $3,115 | $1,735+79.5% | $5,011-37.8% | $2,234+39.5% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $88 | $127-31.3% | $13,984-99.4% | $158-44.6% |