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 6-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: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,342 |
PREMIER PLAN CONSULTANTS1 year Service code 13 6215 FERRIS SQUARE SUITE 215 · SAN DIEGO, CA 92121 | Contract Administrator | $300 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $145 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,598 | $104,475-88.9% | $159,436-92.7% | $79,386-85.4% |
| Participation rate | 39.9% | 76.6%-36.7pp | 82.8%-42.9pp | 70.7%-30.8pp |
| Annual return | 14.83% | 67.95%-53.1pp | 263.57%-248.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $665 | $3,417-80.5% | $4,829-86.2% | $2,427-72.6% |
| Participant deferral / active EE | $1,292 | $6,467-80.0% | $7,352-82.4% | $4,046-68.1% |
| Admin fee / account holder | $5 | $711-99.3% | $10,799-100.0% | $626-99.2% |