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 | $26,336 |
SAGEPOINT FINANCIAL INC3 years Filed as: NETWORK 1 FINANCIAL SECURITIES INC Service code 55 2 BRIDGE AVE BLDG 2 STE 241 · RED BANK, NJ 07701 | Other Commissions | $12,619 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,163 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,968 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,405 | $66,716-21.5% | $89,391-41.4% | - |
| Participation rate | 44.4% | 51.0%-6.6pp | 68.0%-23.5pp | - |
| Annual return | 11.88% | 11.84%0pp | 245.62%-233.7pp | - |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,586-100.0% | - |
| Participant deferral / active EE | $3,750 | $2,001+87.5% | $3,890-3.6% | - |
| Admin fee / account holder | $284 | $7,082-96.0% | $4,881-94.2% | - |