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 ADVISORS3+ years Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $13,227 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,556 | $55,453+3.8% | $170,442-66.2% | $62,292-7.6% |
| Participation rate | 57.9% | 66.4%-8.5pp | 83.6%-25.7pp | 69.5%-11.7pp |
| Annual return | 13.66% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,107 | $2,164-48.8% | $5,433-79.6% | $2,042-45.8% |
| Participant deferral / active EE | $2,585 | $2,303+12.2% | $4,939-47.7% | $3,169-18.4% |
| Admin fee / account holder | $121 | $455-73.4% | $13,880-99.1% | $479-74.8% |