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 · EIN 01-0233346 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,122 |
Filed as: FRANK PETRULLA Service code 99 195 FAIRFIELD AVE STE 3C · WEST CALDWELL, NJ 07006 | Other Fees | $4,351 |
ALTIGRO PENSION SERVICES INC2 years Filed as: ALTIGRO PENSON SERVICES, INC. Service code 13 | Contract Administrator | $2,175 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,088 |
ALTIGRO PENSION SERVICES INC2 years Filed as: ALTIGRO PENSION SERVICES, INC. Service code 13 3 US HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 | Contract Administrator | $750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $677 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,193 | $100,801-52.2% | $149,696-67.8% | $73,409-34.4% |
| Participation rate | 15.8% | 77.7%-61.9pp | 82.5%-66.7pp | 72.2%-56.4pp |
| Annual return | 10.03% | 265.34%-255.3pp | 276.60%-266.6pp | 59.29%-49.3pp |
| Employer contribution / active EE | $133 | $3,312-96.0% | $4,644-97.1% | $2,234-94.1% |
| Participant deferral / active EE | $532 | $6,404-91.7% | $6,842-92.2% | $3,805-86.0% |
| Admin fee / account holder | $153 | $181-15.2% | $9,309-98.4% | $158-2.9% |