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 | $16,681 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,127 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $3,708 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,545 | $112,315-76.4% | $81,367-67.4% | $55,191-51.9% |
| Participation rate | 86.5% | 88.0%-1.6pp | 82.3%+4.2pp | 69.2%+17.3pp |
| Annual return | 8.10% | 0.62%+7.5pp | -0.92%+9.0pp | 10.78%-2.7pp |
| Employer contribution / active EE | $1,662 | $4,239-60.8% | $3,930-57.7% | $1,899-12.5% |
| Participant deferral / active EE | $4,745 | $6,435-26.3% | $5,383-11.9% | $3,046+55.8% |
| Admin fee / account holder | $64 | $83-23.6% | $8,926-99.3% | $91-29.9% |