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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,552 |
V WEALTH MANAGEMENT LLC3+ years Filed as: V WEALTH MANAGEMENT, LLC Service code 27 6800 COLLEGE BLVD STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,836 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,875 | $58,726-54.2% | $92,233-70.9% | $62,292-56.9% |
| Participation rate | 71.1% | 68.3%+2.7pp | 76.5%-5.4pp | 69.5%+1.5pp |
| Annual return | 13.97% | 43.62%-29.6pp | 176.28%-162.3pp | 28.90%-14.9pp |
| Employer contribution / active EE | $439 | $2,392-81.7% | $3,679-88.1% | $2,042-78.5% |
| Participant deferral / active EE | $3,984 | $2,766+44.1% | $3,897+2.3% | $3,169+25.7% |
| Admin fee / account holder | $242 | $556-56.5% | $5,194-95.3% | $479-49.5% |