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 | $10,401 |
VICUS CAPITAL4 years Service code 27 476 ROLLING RIDGE DR STE 315 · STATE COLLEGE, PA 16801 | Advisory (Plan) | $10,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,819 | $58,879-71.4% | $178,490-90.6% | $73,488-77.1% |
| Participation rate | 46.9% | 66.2%-19.3pp | 81.9%-35.0pp | 70.7%-23.8pp |
| Annual return | 14.13% | 24.86%-10.7pp | 151.07%-136.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $401 | $2,236-82.0% | $5,011-92.0% | $2,270-82.3% |
| Participant deferral / active EE | $660 | $2,567-74.3% | $5,202-87.3% | $3,740-82.4% |
| Admin fee / account holder | $179 | $400-55.2% | $13,984-98.7% | $513-65.1% |