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 | $17,654 |
M HOLDINGS SECURITIES INC3 years Service code 55 PO BOX 2207 · PORTLAND, OR 97208 | Other Commissions | $15,393 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,648 | $99,957-15.3% | $149,696-43.5% | $73,488+15.2% |
| Participation rate | 64.1% | 75.7%-11.6pp | 82.5%-18.4pp | 70.7%-6.6pp |
| Annual return | 18.33% | 53.87%-35.5pp | 276.60%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,097 | $3,191-65.6% | $4,644-76.4% | $2,270-51.7% |
| Participant deferral / active EE | $3,658 | $6,073-39.8% | $6,842-46.5% | $3,740-2.2% |
| Admin fee / account holder | $166 | $551-69.8% | $9,309-98.2% | $513-67.6% |