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 | $30,995 |
SAGEPOINT FINANCIAL INC2 years Filed as: NETWORK 1 FINANCIAL SECURITIES INC Service code 55 2 BRIDGE AVE BLDG 2 STE 241 · RED BANK, NJ 07701 | Other Commissions | $13,247 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,416 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $3,098 |
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.
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.
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 | $47,897 | $48,046-0.3% | $84,611-43.4% | $72,985-34.4% |
| Participation rate | 48.4% | 57.6%-9.2pp | 68.2%-19.8pp | 69.5%-21.1pp |
| Annual return | 17.63% | 37.38%-19.8pp | 258.74%-241.1pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,582 | $2,680+70.9% | $3,899+17.5% | $3,607+27.0% |
| Admin fee / account holder | $327 | $3,395-90.4% | $4,912-93.3% | $5,124-93.6% |