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 9-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 ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,683 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYSON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $35,658 |
Filed as: GREAT WEST LIFE ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,330 |
CLIFTONLARSONALLEN LLP3 years Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $7,875 |
HICKS PENSION SERVICES2 years Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 13 · EIN 77-0155091 555 CHORRO STREET STE C · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $4,840 |
Service code 99 3299 HORSELESS CARRIAGE RD STE H · NORCO, CA 92860 | Other Fees | $4,725 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,897 | $81,719-34.0% | $101,248-46.8% | $90,288-40.3% |
| Participation rate | 14.9% | 80.7%-65.8pp | 75.8%-60.9pp | 73.4%-58.5pp |
| Annual return | 11.35% | 337.64%-326.3pp | 46.47%-35.1pp | 53.97%-42.6pp |
| Employer contribution / active EE | $345 | $3,622-90.5% | $3,660-90.6% | $2,524-86.3% |
| Participant deferral / active EE | $897 | $3,310-72.9% | $4,370-79.5% | $4,232-78.8% |
| Admin fee / account holder | $403 | $162+148.8% | $5,945-93.2% | $114+253.2% |