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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $230,646 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $55,757 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $75 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,683 | $44,007-80.3% | $154,107-94.4% | $68,904-87.4% |
| Participation rate | 57.6% | 70.0%-12.4pp | 83.0%-25.4pp | 74.1%-16.5pp |
| Annual return | -4.93% | 8.15%-13.1pp | 735.12%-740.1pp | 1.07%-6.0pp |
| Employer contribution / active EE | $256 | $1,732-85.2% | $5,298-95.2% | $2,540-89.9% |
| Participant deferral / active EE | $938 | $2,813-66.6% | $5,081-81.5% | $4,015-76.6% |
| Admin fee / account holder | $65 | $65-0.4% | $13,411-99.5% | $71-9.5% |