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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPENSATION STRATEGIES LTD Service code 13 2920 TOCCOA ROAD · BEAUMONT, TX 77703 | Contract Administrator | $3,809 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $780 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $88,280 | $77,660+13.7% | $109,143-19.1% | $79,386+11.2% |
| Participation rate | 27.0% | 67.8%-40.8pp | 75.9%-48.9pp | 70.7%-43.7pp |
| Annual return | 15.27% | 23.44%-8.2pp | 25.75%-10.5pp | 116.85%-101.6pp |
| Employer contribution / active EE | $646 | $2,797-76.9% | $3,722-82.6% | $2,427-73.4% |
| Participant deferral / active EE | $1,553 | $3,518-55.8% | $4,653-66.6% | $4,046-61.6% |
| Admin fee / account holder | $27 | $732-96.3% | $6,752-99.6% | $626-95.7% |