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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $23,547 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $10,410 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,160 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,565 | $56,095-68.7% | $178,490-90.2% | $90,288-80.5% |
| Participation rate | 11.0% | 65.6%-54.6pp | 81.9%-70.9pp | 73.4%-62.4pp |
| Annual return | -53.11% | 28.81%-81.9pp | 151.07%-204.2pp | 53.97%-107.1pp |
| Employer contribution / active EE | $233 | $1,572-85.2% | $5,011-95.3% | $2,524-90.8% |
| Participant deferral / active EE | $1,346 | $2,669-49.6% | $5,202-74.1% | $4,232-68.2% |
| Admin fee / account holder | $108 | $101+6.9% | $13,984-99.2% | $114-5.7% |