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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $89,509 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $34,420 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,537 | $80,177-75.6% | $123,892-84.2% | $57,658-66.1% |
| Participation rate | 79.4% | 74.4%+5.0pp | 81.4%-2.0pp | 70.2%+9.2pp |
| Annual return | 8.40% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $446 | $2,913-84.7% | $4,617-90.3% | $1,974-77.4% |
| Participant deferral / active EE | $2,655 | $5,130-48.2% | $5,984-55.6% | $3,061-13.3% |
| Admin fee / account holder | $156 | $106+47.2% | $8,357-98.1% | $95+65.5% |