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 9-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 27 2 RAVINIA DR STE 1625 · ATLANTA, GA 30346 | Advisory (Plan) | $9,954 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,415 | $107,440-68.9% | $105,738-68.4% | $55,725-40.0% |
| Participation rate | 58.2% | 55.5%+2.7pp | 76.3%-18.1pp | 70.9%-12.7pp |
| Annual return | 7.77% | -0.59%+8.4pp | 6.27%+1.5pp | 244.93%-237.2pp |
| Employer contribution / active EE | $200 | $1,448-86.2% | $3,268-93.9% | $2,078-90.4% |
| Participant deferral / active EE | $1,287 | $2,171-40.7% | $4,080-68.5% | $3,356-61.6% |
| Admin fee / account holder | $68 | $283-76.1% | $6,913-99.0% | $115-41.2% |