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 | $8,901 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,535 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO CA, CA 902455670 | Advisory (Plan) | $7,033 |
TRISTAR PENSION LTD5 years Filed as: TRISTAR PENSION,LTD. Service code 13 9150 N MAY AVE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $4,029 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,882 | $84,936-81.3% | $111,297-85.7% | $79,386-80.0% |
| Participation rate | 71.7% | 75.9%-4.2pp | 77.3%-5.6pp | 70.7%+1.0pp |
| Annual return | -77.07% | 17.45%-94.5pp | 54.65%-131.7pp | 116.85%-193.9pp |
| Employer contribution / active EE | $160 | $1,979-91.9% | $2,731-94.1% | $2,427-93.4% |
| Participant deferral / active EE | $1,589 | $3,888-59.1% | $4,487-64.6% | $4,046-60.7% |
| Admin fee / account holder | $303 | $537-43.7% | $7,964-96.2% | $626-51.7% |