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) | $19,747 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,824 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,675 | $78,419-37.9% | $133,956-63.7% | $73,409-33.7% |
| Participation rate | 24.6% | 78.6%-54.0pp | 79.8%-55.2pp | 72.2%-47.6pp |
| Annual return | 13.30% | 33.35%-20.1pp | 45.09%-31.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $743 | $2,044-63.6% | $3,919-81.0% | $2,234-66.7% |
| Participant deferral / active EE | $1,236 | $3,925-68.5% | $5,048-75.5% | $3,805-67.5% |
| Admin fee / account holder | $221 | $161+37.2% | $8,927-97.5% | $158+40.2% |