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 | $39,146 |
LORIA FINANCIAL GROUP, LLC4+ years Service code 55 | Other Commissions | $16,741 |
LORIA FINANCIAL GROUP, LLC4+ years Filed as: LORIA FINANCIAL GROUPLLC Service code 55 7500 S. COUNTY LINE ROAD · BURR RIDGE, IL 60527 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,396 | $56,443-85.1% | $83,848-90.0% | $55,725-84.9% |
| Participation rate | 56.0% | 72.0%-16.0pp | 76.1%-20.1pp | 70.9%-14.8pp |
| Annual return | -11.02% | 393.67%-404.7pp | 850.88%-861.9pp | 244.93%-255.9pp |
| Employer contribution / active EE | $684 | $2,682-74.5% | $3,631-81.2% | $2,078-67.1% |
| Participant deferral / active EE | $1,783 | $2,965-39.9% | $4,082-56.3% | $3,356-46.9% |
| Admin fee / account holder | $139 | $156-11.3% | $5,478-97.5% | $115+20.4% |