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 |
|---|---|---|
V WEALTH MANAGEMENT LLC4+ years Filed as: V WEALTH MANAGEMENT, LLC Service code 27 6800 COLLEGE BLVD STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,383 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,853 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
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).
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 | $18,308 | $55,449-67.0% | $83,848-78.2% | $56,287-67.5% |
| Participation rate | 81.5% | 68.0%+13.5pp | 76.1%+5.4pp | 69.9%+11.7pp |
| Annual return | -5.66% | -1.38%-4.3pp | 850.88%-856.5pp | -9.96%+4.3pp |
| Employer contribution / active EE | $382 | $2,430-84.3% | $3,631-89.5% | $2,111-81.9% |
| Participant deferral / active EE | $3,273 | $2,935+11.5% | $4,082-19.8% | $3,350-2.3% |
| Admin fee / account holder | $126 | $656-80.8% | $5,478-97.7% | $521-75.8% |