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 9-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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,170 |
SAN DIEGO PENSION CONSULTANTS3+ years Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 64 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Recordkeeping Fees | $613 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $705,967 | $59,535+1085.8% | $90,160+683.0% | $62,292+1033.3% |
| Participation rate | 0.0% | 73.0%-73.0pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 14.10% | 23.53%-9.4pp | 34.88%-20.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,055 | $1,826-42.2% | $3,318-68.2% | $2,042-48.4% |
| Participant deferral / active EE | $1,864 | $4,639-59.8% | $5,288-64.8% | $3,169-41.2% |
| Admin fee / account holder | $3,498 | $337+939.0% | $5,943-41.1% | $479+629.7% |