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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OPERATIO Service code 37 · EIN 04-2647786 | Loan Processing | $8,416 |
DUVALL & ASSOCIATES5+ years Service code 10 400 SUGAR CAMP CIRCLE · DAYTON, OH 45409 | Accounting | $6,000 |
PARK AVENUE SECURITIES LLC5+ years Filed as: PARK AVENUE SECURITIES, LLC Service code 55 7 HANOVER SQUARE H4D · NEW YORK, NY 10004 | Other Commissions | $2,398 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,463 |
Filed as: GREAT-WEST LIFE & ANNNUITY CO 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,760 | $89,652-38.9% | $141,162-61.2% | $65,185-16.0% |
| Participation rate | 58.7% | 74.7%-16.0pp | 82.5%-23.8pp | 70.2%-11.5pp |
| Annual return | 17.71% | 32.79%-15.1pp | 71.39%-53.7pp | 29.38%-11.7pp |
| Employer contribution / active EE | $3,318 | $3,065+8.3% | $4,735-29.9% | $2,177+52.4% |
| Participant deferral / active EE | $13,278 | $5,691+133.3% | $6,709+97.9% | $3,514+277.9% |
| Admin fee / account holder | $71 | $569-87.5% | $10,261-99.3% | $847-91.6% |