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 ADVISORS6+ years Service code 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $10,766 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,188 |
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 | $59,083 | $58,879+0.3% | $178,490-66.9% | $73,488-19.6% |
| Participation rate | 70.0% | 66.2%+3.8pp | 81.9%-11.9pp | 70.7%-0.7pp |
| Annual return | 12.87% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,670 | $2,236-25.3% | $5,011-66.7% | $2,270-26.4% |
| Participant deferral / active EE | $3,661 | $2,567+42.6% | $5,202-29.6% | $3,740-2.1% |
| Admin fee / account holder | $112 | $400-72.1% | $13,984-99.2% | $513-78.2% |