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 |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP5 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $54,650 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,675 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,444 | $29,516-27.3% | $77,482-72.3% | $90,288-76.2% |
| Participation rate | 29.0% | 33.7%-4.6pp | 54.2%-25.2pp | 73.4%-44.3pp |
| Annual return | 24.46% | 231.18%-206.7pp | 54.79%-30.3pp | 53.97%-29.5pp |
| Employer contribution / active EE | $86 | $381-77.4% | $986-91.3% | $2,524-96.6% |
| Participant deferral / active EE | $961 | $944+1.8% | $1,861-48.4% | $4,232-77.3% |
| Admin fee / account holder | $21 | $106-80.1% | $2,858-99.3% | $114-81.6% |