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: AMERICAN PORTFOLIOS ADVISORS INC Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $10,016 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,783 |
ERISA SMART1 year Service code 99 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Other Fees | $4,714 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,227 | $49,138+14.4% | $84,015-33.1% | $65,185-13.7% |
| Participation rate | 63.7% | 60.7%+3.0pp | 69.0%-5.3pp | 70.2%-6.5pp |
| Annual return | 25.28% | 23.00%+2.3pp | 71.31%-46.0pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,889 | $914+106.7% | $1,983-4.8% | $2,177-13.2% |
| Participant deferral / active EE | $3,391 | $2,397+41.5% | $3,239+4.7% | $3,514-3.5% |
| Admin fee / account holder | $179 | $543-67.1% | $6,101-97.1% | $847-78.9% |