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 | $18,142 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Investment Management | $15,861 |
SWERDLIN & COMPANY6+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Contract Administrator | $12,568 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 55 609 WALNUT STREET STE 1350 · DES MOINES, IA 50309 | Other Commissions | $1,271 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,696 | $51,288-61.6% | $81,983-76.0% | $73,409-73.2% |
| Participation rate | 55.9% | 64.0%-8.1pp | 69.2%-13.3pp | 72.2%-16.3pp |
| Annual return | 7.08% | 29.48%-22.4pp | 41.31%-34.2pp | 59.29%-52.2pp |
| Employer contribution / active EE | $302 | $1,487-79.7% | $2,498-87.9% | $2,234-86.5% |
| Participant deferral / active EE | $1,134 | $2,715-58.2% | $3,722-69.5% | $3,805-70.2% |
| Admin fee / account holder | $58 | $125-53.5% | $5,664-99.0% | $158-63.1% |