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 64 8515 EAST ORCHARD ROAD · GREENWOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,778 |
SAGEPOINT FINANCIAL INC2 years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $11,794 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $6,537 |
Filed as: SAN DIEGO PENSION Service code 13 | Contract Administrator | $4,383 |
Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $990 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $462 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,423 | $77,813-46.8% | $123,544-66.5% | $64,186-35.5% |
| Participation rate | 87.6% | 74.7%+12.9pp | 82.3%+5.3pp | 69.6%+18.1pp |
| Annual return | -5.09% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7 | $3,014-99.8% | $4,628-99.9% | $2,381-99.7% |
| Participant deferral / active EE | $5,766 | $5,240+10.0% | $6,426-10.3% | $3,470+66.2% |
| Admin fee / account holder | $328 | $5,519-94.1% | $9,284-96.5% | $4,888-93.3% |