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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,345 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,584 |
TG BENEFITS, INC.3 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $9,015 |
ADVISORY ASSETS GROUP1 year Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,484 |
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 | $17,868 | $55,790-68.0% | $76,817-76.7% | $67,579-73.6% |
| Participation rate | 88.9% | 71.1%+17.8pp | 72.1%+16.8pp | 71.3%+17.6pp |
| Annual return | 27.21% | 64.45%-37.2pp | 1166.11%-1138.9pp | 378.56%-351.4pp |
| Employer contribution / active EE | $1,516 | $1,810-16.3% | $2,302-34.1% | $2,148-29.4% |
| Participant deferral / active EE | $3,086 | $2,875+7.4% | $3,336-7.5% | $3,539-12.8% |
| Admin fee / account holder | $131 | $159-17.4% | $6,420-98.0% | $142-7.6% |