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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,292 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,609 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,957 | $52,293-63.7% | $178,490-89.4% | $73,409-74.2% |
| Participation rate | 32.4% | 65.3%-33.0pp | 81.9%-49.6pp | 72.2%-39.8pp |
| Annual return | 16.77% | 34.75%-18.0pp | 151.07%-134.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $668 | $1,735-61.5% | $5,011-86.7% | $2,234-70.1% |
| Participant deferral / active EE | $1,338 | $2,332-42.6% | $5,202-74.3% | $3,805-64.8% |
| Admin fee / account holder | $109 | $127-14.8% | $13,984-99.2% | $158-31.3% |