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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $13,132 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,331 | $46,360+15.0% | $147,614-63.9% | $52,331+1.9% |
| Participation rate | 59.5% | 64.9%-5.4pp | 84.6%-25.1pp | 68.1%-8.6pp |
| Annual return | -1.49% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,060 | $2,126-50.2% | $5,564-81.0% | $1,882-43.7% |
| Participant deferral / active EE | $2,608 | $2,258+15.5% | $4,895-46.7% | $3,022-13.7% |
| Admin fee / account holder | $111 | $766-85.5% | $11,611-99.0% | $592-81.2% |