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 | $12,699 |
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES LLC Service code 55 | Other Commissions | $8,503 |
Service code 13 1407 FOULK ROAD · WILMINGTON, DE 198032755 | Contract Administrator | $3,328 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $163 |
L AND G INVESTMENT3 years Filed as: BB&T INVESTMENT Service code 55 901 E BYRD STREET · RICHMOND, VA 23219 | Other Commissions | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,590 | $59,328-67.0% | $118,925-83.5% | $73,488-73.3% |
| Participation rate | 31.0% | 62.3%-31.3pp | 75.4%-44.3pp | 70.7%-39.6pp |
| Annual return | 0.61% | 19.13%-18.5pp | 35.88%-35.3pp | 28.51%-27.9pp |
| Employer contribution / active EE | $402 | $1,803-77.7% | $3,263-87.7% | $2,270-82.3% |
| Participant deferral / active EE | $795 | $2,604-69.5% | $4,265-81.4% | $3,740-78.7% |
| Admin fee / account holder | $198 | $600-67.1% | $6,581-97.0% | $513-61.5% |