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 27 14500 N NORTHSIGHT STE 101 · SCOTTSDALE, AZ 85260 | Advisory (Plan) | $16,126 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,693 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: SKLAR KANTOR BLOCK, LLP Service code 10 · EIN 11-2690003 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,991 | $40,522-23.5% | $84,611-63.4% | $67,579-54.1% |
| Participation rate | 28.6% | 51.1%-22.5pp | 68.2%-39.7pp | 71.3%-42.7pp |
| Annual return | 13.76% | 32.72%-19.0pp | 258.74%-245.0pp | 378.56%-364.8pp |
| Employer contribution / active EE | $552 | $1,146-51.9% | $2,652-79.2% | $2,148-74.3% |
| Participant deferral / active EE | $1,200 | $2,132-43.7% | $3,899-69.2% | $3,539-66.1% |
| Admin fee / account holder | $242 | $145+66.7% | $4,912-95.1% | $142+70.2% |