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 |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,123 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $6,459 |
SAGEPOINT FINANCIAL INC1 year Service code 27 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Plan) | $6,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,000 | $61,156-59.1% | $185,823-86.5% | $79,386-68.5% |
| Participation rate | 51.6% | 66.6%-15.0pp | 81.7%-30.1pp | 70.7%-19.1pp |
| Annual return | 10.58% | 19.45%-8.9pp | 122.05%-111.5pp | 116.85%-106.3pp |
| Employer contribution / active EE | $590 | $2,321-74.6% | $5,167-88.6% | $2,427-75.7% |
| Participant deferral / active EE | $746 | $2,789-73.3% | $5,568-86.6% | $4,046-81.6% |
| Admin fee / account holder | $259 | $710-63.5% | $16,237-98.4% | $626-58.6% |