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 |
|---|---|---|
FI401K ADVISORS LLC1 year Service code 26 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $5,773 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,267 | $132,049-35.4% | $200,582-57.5% | $74,304+14.8% |
| Participation rate | 79.8% | 84.1%-4.2pp | 86.9%-7.0pp | 60.3%+19.5pp |
| Annual return | 20.47% | 22.22%-1.7pp | 42.33%-21.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $3,588 | $4,558-21.3% | $6,419-44.1% | $2,241+60.1% |
| Participant deferral / active EE | $7,100 | $7,213-1.6% | $9,331-23.9% | $3,767+88.5% |
| Admin fee / account holder | $78 | $2,405-96.8% | $16,305-99.5% | $2,969-97.4% |