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 LLC6+ years Filed as: V WEALTH MANAGEMENT, LLC Service code 27 6800 COLLEGE BLVD STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,375 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,495 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $361 |
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 | $33,921 | $69,362-51.1% | $101,248-66.5% | $73,488-53.8% |
| Participation rate | 85.5% | 68.4%+17.1pp | 75.8%+9.7pp | 70.7%+14.8pp |
| Annual return | 12.64% | 18.46%-5.8pp | 46.47%-33.8pp | 28.51%-15.9pp |
| Employer contribution / active EE | $471 | $2,628-82.1% | $3,660-87.1% | $2,270-79.3% |
| Participant deferral / active EE | $4,635 | $3,300+40.5% | $4,370+6.0% | $3,740+23.9% |
| Admin fee / account holder | $200 | $704-71.5% | $5,945-96.6% | $513-61.0% |