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 |
|---|---|---|
RMI INSURANCE SERVICES INC.5+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $32,212 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,185 |
Filed as: GREAT WEST LIFE & ANNUITY CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $84,683 | $55,636+52.2% | $81,983+3.3% | $73,488+15.2% |
| Participation rate | 99.1% | 62.3%+36.8pp | 69.2%+29.8pp | 70.7%+28.4pp |
| Annual return | -6.64% | 19.07%-25.7pp | 41.31%-48.0pp | 28.51%-35.2pp |
| Employer contribution / active EE | $3,704 | $1,625+128.0% | $2,498+48.3% | $2,270+63.2% |
| Participant deferral / active EE | $2,833 | $2,762+2.6% | $3,722-23.9% | $3,740-24.2% |
| Admin fee / account holder | $82 | $493-83.3% | $5,664-98.5% | $513-84.0% |