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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,657 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,161 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,475 | $86,332-41.5% | $125,175-59.7% | $65,185-22.6% |
| Participation rate | 39.5% | 75.3%-35.8pp | 79.8%-40.2pp | 70.2%-30.7pp |
| Annual return | 22.48% | 27.43%-4.9pp | 43.79%-21.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,521 | $2,040-25.4% | $3,865-60.6% | $2,177-30.1% |
| Participant deferral / active EE | $2,339 | $3,537-33.9% | $4,937-52.6% | $3,514-33.4% |
| Admin fee / account holder | $223 | $609-63.4% | $9,702-97.7% | $847-73.7% |