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 |
|---|---|---|
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BLVD STE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $42,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,523 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $710 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,875 | $56,095-71.7% | $178,490-91.1% | $90,288-82.4% |
| Participation rate | 22.9% | 65.6%-42.6pp | 81.9%-59.0pp | 73.4%-50.4pp |
| Annual return | 19.37% | 28.81%-9.4pp | 151.07%-131.7pp | 53.97%-34.6pp |
| Employer contribution / active EE | $97 | $1,572-93.8% | $5,011-98.1% | $2,524-96.1% |
| Participant deferral / active EE | $967 | $2,669-63.8% | $5,202-81.4% | $4,232-77.2% |
| Admin fee / account holder | $94 | $101-6.7% | $13,984-99.3% | $114-17.7% |