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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,069 |
INFINEX INVESTMENTS INC2 years Service code 55 538 PRESTON AVE · MERIDEN, CA 064504858 | Other Commissions | $15,419 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,773 |
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.
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 | $0 | $76,367-100.0% | $93,606-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.5%-69.5pp |
| Annual return | 21.33% | 25.82%-4.5pp | 32.76%-11.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,950 | $3,538+11.6% | $4,069-2.9% | $3,607+9.5% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |