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) | $23,726 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,500 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $16,068 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $772 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,850 | $51,288-59.3% | $81,983-74.6% | $73,409-71.6% |
| Participation rate | 90.4% | 64.0%+26.4pp | 69.2%+21.2pp | 72.2%+18.2pp |
| Annual return | 32.05% | 29.48%+2.6pp | 41.31%-9.3pp | 59.29%-27.2pp |
| Employer contribution / active EE | $522 | $1,487-64.9% | $2,498-79.1% | $2,234-76.6% |
| Participant deferral / active EE | $3,593 | $2,715+32.3% | $3,722-3.5% | $3,805-5.6% |
| Admin fee / account holder | $213 | $125+70.1% | $5,664-96.2% | $158+35.0% |