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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,706 |
CFM ADVISORS3 years Service code 27 1800 WALT WHITMAN RD · MELVILLE, NY 11747 | Advisory (Plan) | $4,628 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,134 | $73,125-77.9% | $125,175-87.1% | $77,787-79.3% |
| Participation rate | 5.5% | 79.4%-73.9pp | 79.8%-74.3pp | 73.2%-67.7pp |
| Annual return | 74.68% | 24.71%+50.0pp | 43.79%+30.9pp | 32.57%+42.1pp |
| Employer contribution / active EE | $0 | $2,413-100.0% | $3,865-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $207 | $3,966-94.8% | $4,937-95.8% | $3,967-94.8% |
| Admin fee / account holder | $51 | $89-42.7% | $9,702-99.5% | $100-48.8% |