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 | $48,237 |
LORIA FINANCIAL GROUP, LLC5+ years Service code 55 | Other Commissions | $22,050 |
LORIA FINANCIAL GROUP, LLC5+ 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.
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 | $13,274 | $66,601-80.1% | $92,893-85.7% | $67,579-80.4% |
| Participation rate | 45.2% | 72.5%-27.3pp | 76.0%-30.8pp | 71.3%-26.1pp |
| Annual return | 24.56% | 92.58%-68.0pp | 109.41%-84.9pp | 378.56%-354.0pp |
| Employer contribution / active EE | $661 | $2,775-76.2% | $3,653-81.9% | $2,148-69.2% |
| Participant deferral / active EE | $1,857 | $3,157-41.2% | $4,236-56.2% | $3,539-47.5% |
| Admin fee / account holder | $165 | $199-17.3% | $5,794-97.2% | $142+15.7% |