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 27 8400 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Advisory (Plan) | $19,619 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,443 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,926 | $35,949+97.3% | $88,538-19.9% | $65,185+8.8% |
| Participation rate | 45.2% | 56.4%-11.2pp | 68.7%-23.6pp | 70.2%-25.0pp |
| Annual return | 22.56% | 47.52%-25.0pp | 43.64%-21.1pp | 29.38%-6.8pp |
| Employer contribution / active EE | $667 | $1,047-36.3% | $2,098-68.2% | $2,177-69.4% |
| Participant deferral / active EE | $2,404 | $1,870+28.6% | $2,914-17.5% | $3,514-31.6% |
| Admin fee / account holder | $207 | $496-58.3% | $4,310-95.2% | $847-75.6% |