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 VILLIAGE, CO 80111 | Recordkeeping Fees | $21,790 |
VALMARK ADVISERS INC1 year Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $16,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,592 | $85,766-52.7% | $136,294-70.2% | $70,131-42.1% |
| Participation rate | 66.3% | 74.2%-7.9pp | 81.9%-15.6pp | 69.5%-3.2pp |
| Annual return | 26.97% | 31.45%-4.5pp | 5155.94%-5129.0pp | 73.14%-46.2pp |
| Employer contribution / active EE | $455 | $2,966-84.7% | $4,695-90.3% | $2,342-80.6% |
| Participant deferral / active EE | $3,706 | $5,051-26.6% | $6,247-40.7% | $3,332+11.2% |
| Admin fee / account holder | $116 | $5,420-97.9% | $9,243-98.7% | $4,645-97.5% |