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 | $27,023 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $12,751 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,531 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,551 | $55,790-21.9% | $76,817-43.3% | $67,579-35.6% |
| Participation rate | 40.6% | 71.1%-30.5pp | 72.1%-31.5pp | 71.3%-30.7pp |
| Annual return | 19.70% | 64.45%-44.7pp | 1166.11%-1146.4pp | 378.56%-358.9pp |
| Employer contribution / active EE | $504 | $1,810-72.2% | $2,302-78.1% | $2,148-76.5% |
| Participant deferral / active EE | $1,471 | $2,875-48.8% | $3,336-55.9% | $3,539-58.4% |
| Admin fee / account holder | $390 | $159+145.2% | $6,420-93.9% | $142+174.3% |