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 |
|---|---|---|
FASCORE, LLC2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $698 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,404 | $46,732-22.1% | $156,549-76.7% | $55,167-34.0% |
| Participation rate | 59.6% | 65.8%-6.2pp | 84.0%-24.4pp | 69.0%-9.4pp |
| Annual return | 3.63% | 17.72%-14.1pp | 32.23%-28.6pp | 169.23%-165.6pp |
| Employer contribution / active EE | $72 | $2,105-96.6% | $5,501-98.7% | $1,963-96.3% |
| Participant deferral / active EE | $1,296 | $2,204-41.2% | $4,871-73.4% | $3,054-57.6% |
| Admin fee / account holder | $12 | $418-97.2% | $13,027-99.9% | $504-97.7% |