See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CFM ADVISORS4 years Service code 27 1800 WALT WHITMAN RD · MELVILLE, NY 11747 | Advisory (Plan) | $7,267 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,132 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,091 | $82,783-79.4% | $133,956-87.2% | $90,288-81.1% |
| Participation rate | 5.5% | 81.3%-75.8pp | 79.8%-74.4pp | 73.4%-67.9pp |
| Annual return | 22.86% | 21.89%+1.0pp | 45.09%-22.2pp | 53.97%-31.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,919-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $192 | $4,291-95.5% | $5,048-96.2% | $4,232-95.5% |
| Admin fee / account holder | $74 | $93-20.7% | $8,927-99.2% | $114-35.5% |