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 ADVISORS4+ years Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $12,563 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,250 |
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 | $44,849 | $47,977-6.5% | $154,107-70.9% | $56,287-20.3% |
| Participation rate | 60.3% | 66.2%-5.8pp | 83.0%-22.7pp | 69.9%-9.5pp |
| Annual return | -4.62% | 3.54%-8.2pp | 735.12%-739.7pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,252 | $2,169-42.2% | $5,298-76.4% | $2,111-40.7% |
| Participant deferral / active EE | $2,783 | $2,392+16.4% | $5,081-45.2% | $3,350-16.9% |
| Admin fee / account holder | $124 | $438-71.6% | $13,411-99.1% | $521-76.1% |