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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,911 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N MOUNTAIN RD STE 100 · HARRISBURG, PA 17112 | Contract Administrator | $4,992 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,176 | $78,672-15.9% | $109,143-39.4% | $85,850-22.9% |
| Participation rate | 54.4% | 68.3%-13.8pp | 75.9%-21.4pp | 69.3%-14.9pp |
| Annual return | 10.95% | 25.09%-14.1pp | 25.75%-14.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,701 | $2,735-37.8% | $3,722-54.3% | $2,565-33.7% |
| Participant deferral / active EE | $3,561 | $3,467+2.7% | $4,653-23.5% | $3,952-9.9% |
| Admin fee / account holder | $201 | $5,469-96.3% | $6,752-97.0% | $6,260-96.8% |