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 | $8,989 |
Service code 55 400 ROBERT ST N · ST PAUL, MN 55101 | Other Commissions | $5,664 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 | Contract Administrator | $2,580 |
Service code 13 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Contract Administrator | $600 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $330 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,599 | $79,428-64.0% | $106,548-73.2% | $79,386-64.0% |
| Participation rate | 93.3% | 74.1%+19.2pp | 76.1%+17.2pp | 70.7%+22.6pp |
| Annual return | 13.07% | 18.27%-5.2pp | 26.80%-13.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $264 | $2,234-88.2% | $2,819-90.6% | $2,427-89.1% |
| Participant deferral / active EE | $1,224 | $3,823-68.0% | $4,398-72.2% | $4,046-69.7% |
| Admin fee / account holder | $77 | $523-85.3% | $7,407-99.0% | $626-87.7% |