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 |
|---|---|---|
FORESIGHT WEALTH MANAGEMENT2 years Service code 26 · EIN 27-2830751 11550 SOUTH 700 EAST · DRAPER, UT 84020 | Advisory (Participants) | $8,171 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP ROCKY MTN Service code 63 · EIN 87-0364490 7090 S UNION PARK AVE · SALT LAKE CITY, UT 84047 | 12b-1 Fees | $6,444 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $23,518 | $88,122-73.3% | $141,162-83.3% | $67,579-65.2% |
| Participation rate | 12.9% | 76.5%-63.6pp | 82.5%-69.6pp | 71.3%-58.4pp |
| Annual return | -0.14% | 75.40%-75.5pp | 71.39%-71.5pp | 378.56%-378.7pp |
| Employer contribution / active EE | $290 | $3,224-91.0% | $4,735-93.9% | $2,148-86.5% |
| Participant deferral / active EE | $810 | $5,958-86.4% | $6,709-87.9% | $3,539-77.1% |
| Admin fee / account holder | $223 | $131+70.4% | $10,261-97.8% | $142+56.8% |