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 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO CA, CA 902455670 | Advisory (Plan) | $16,816 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,118 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,763 |
TRISTAR PENSION LTD3 years Filed as: TRISTAR PENSION,LTD. Service code 13 9150 N MAY AVE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $3,700 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,159 | $73,404-69.8% | $87,100-74.6% | $67,579-67.2% |
| Participation rate | 67.3% | 80.9%-13.6pp | 76.9%-9.6pp | 71.3%-4.0pp |
| Annual return | 22.07% | 48.29%-26.2pp | 28.19%-6.1pp | 378.56%-356.5pp |
| Employer contribution / active EE | $167 | $2,014-91.7% | $2,521-93.4% | $2,148-92.2% |
| Participant deferral / active EE | $1,672 | $3,913-57.3% | $4,049-58.7% | $3,539-52.8% |
| Admin fee / account holder | $167 | $142+17.9% | $7,497-97.8% | $142+17.3% |