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: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Contract Administrator | $8,680 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,790 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,902 | $43,133-16.8% | $89,391-59.8% | $73,488-51.1% |
| Participation rate | 19.3% | 55.0%-35.7pp | 68.0%-48.7pp | 70.7%-51.4pp |
| Annual return | 13.42% | 135.66%-122.2pp | 245.62%-232.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $493 | $1,438-65.7% | $2,586-80.9% | $2,270-78.3% |
| Participant deferral / active EE | $987 | $2,445-59.6% | $3,890-74.6% | $3,740-73.6% |
| Admin fee / account holder | $178 | $444-59.8% | $4,881-96.3% | $513-65.2% |