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 LLC5+ years Filed as: V WEALTH MANAGEMENT, LLC Service code 27 6800 COLLEGE BLVD STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,860 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,461 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $107 |
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 | $19,935 | $63,114-68.4% | $92,893-78.5% | $65,185-69.4% |
| Participation rate | 86.3% | 68.8%+17.5pp | 76.0%+10.3pp | 70.2%+16.1pp |
| Annual return | 18.14% | 28.75%-10.6pp | 109.41%-91.3pp | 29.38%-11.2pp |
| Employer contribution / active EE | $458 | $2,571-82.2% | $3,653-87.5% | $2,177-79.0% |
| Participant deferral / active EE | $4,810 | $3,108+54.8% | $4,236+13.6% | $3,514+36.9% |
| Admin fee / account holder | $111 | $624-82.3% | $5,794-98.1% | $847-86.9% |