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 | $27,310 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
SAGEPOINT FINANCIAL INC4 years Filed as: FSC SECURITIES CORPORATION Service code 55 2300 WINDY RIDGE PKWY STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,194 | $73,867-72.7% | $143,757-86.0% | $68,494-70.5% |
| Participation rate | 63.5% | 66.7%-3.1pp | 80.3%-16.8pp | 67.9%-4.4pp |
| Annual return | -19.22% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,456 | $3,184-54.3% | $4,951-70.6% | $2,596-43.9% |
| Participant deferral / active EE | $2,418 | $3,384-28.6% | $5,637-57.1% | $4,027-40.0% |
| Admin fee / account holder | $238 | $5,755-95.9% | $14,673-98.4% | $5,403-95.6% |