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 | $5,085 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $4,945 |
Service code 99 1985 MAIN ST STE 202 · SPRINGFIELD, MA 01103 | Other Fees | $1,901 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $799 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINATTI, OH 452771115 | Other Commissions | $759 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $231 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,296 | $61,156-66.8% | $185,823-89.1% | $79,386-74.4% |
| Participation rate | 51.4% | 66.6%-15.2pp | 81.7%-30.3pp | 70.7%-19.3pp |
| Annual return | 30.70% | 19.45%+11.3pp | 122.05%-91.3pp | 116.85%-86.1pp |
| Employer contribution / active EE | $230 | $2,321-90.1% | $5,167-95.6% | $2,427-90.5% |
| Participant deferral / active EE | $913 | $2,789-67.3% | $5,568-83.6% | $4,046-77.4% |
| Admin fee / account holder | $191 | $710-73.1% | $16,237-98.8% | $626-69.6% |