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 | $30,979 |
PARK CAPITAL MANAGEMENT LLC4 years Service code 26 700 REGENT ST · MADISON, WI 53715 | Advisory (Participants) | $15,067 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $9,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,474 | $52,293-66.6% | $178,490-90.2% | $73,409-76.2% |
| Participation rate | 21.0% | 65.3%-44.3pp | 81.9%-60.9pp | 72.2%-51.2pp |
| Annual return | 16.30% | 34.75%-18.5pp | 151.07%-134.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $388 | $2,332-83.3% | $5,202-92.5% | $3,805-89.8% |
| Admin fee / account holder | $297 | $127+133.0% | $13,984-97.9% | $158+87.9% |