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 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,280 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $22,405 |
Filed as: LEAFHOUSE FINANCIAL ADVOSORS, LLC Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,601 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $5,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,487 | $66,528-28.6% | $86,874-45.3% | $86,799-45.3% |
| Participation rate | 27.0% | 72.4%-45.3pp | 71.6%-44.6pp | 72.3%-45.3pp |
| Annual return | 13.11% | 19.56%-6.4pp | 63.52%-50.4pp | 97.91%-84.8pp |
| Employer contribution / active EE | $0 | $2,007-100.0% | $2,495-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $733 | $3,240-77.4% | $3,699-80.2% | $4,131-82.2% |
| Admin fee / account holder | $277 | $148+86.9% | $5,828-95.2% | $170+63.3% |