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 | $17,077 |
SWERDLIN & COMPANY5+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 13 WATER STREET · HOLLISTON, MA 01746 | Contract Administrator | $4,750 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,575 | $46,423-55.7% | $75,886-72.9% | $67,579-69.6% |
| Participation rate | 49.7% | 63.1%-13.4pp | 69.3%-19.6pp | 71.3%-21.6pp |
| Annual return | 20.36% | 32.29%-11.9pp | 30.76%-10.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $276 | $1,406-80.4% | $2,500-89.0% | $2,148-87.1% |
| Participant deferral / active EE | $927 | $2,564-63.9% | $3,603-74.3% | $3,539-73.8% |
| Admin fee / account holder | $44 | $132-66.9% | $5,418-99.2% | $142-69.4% |