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 9-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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,337 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER, MALE & STRAKOWSKI CO. Service code 13 | Contract Administrator | $912 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER, MALE & STRAKOWSKI Service code 13 CO., E.A. · CINCINNATI, OH 45242 | Contract Administrator | $800 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,492 | $52,953-84.0% | $172,739-95.1% | $65,185-87.0% |
| Participation rate | 12.9% | 66.2%-53.3pp | 82.6%-69.8pp | 70.2%-57.3pp |
| Annual return | 25.35% | 30.12%-4.8pp | 802.84%-777.5pp | 29.38%-4.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,676 | $2,471-32.2% | $5,198-67.7% | $3,514-52.3% |
| Admin fee / account holder | $45 | $472-90.4% | $13,954-99.7% | $847-94.7% |