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 | $9,486 |
SHERIDAN ROAD ADVISORS LLC2 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $6,591 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,692 | $43,133-61.3% | $89,391-81.3% | $73,488-77.3% |
| Participation rate | 49.6% | 55.0%-5.4pp | 68.0%-18.4pp | 70.7%-21.1pp |
| Annual return | 23.11% | 135.66%-112.5pp | 245.62%-222.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $1,027 | $1,438-28.6% | $2,586-60.3% | $2,270-54.8% |
| Participant deferral / active EE | $2,103 | $2,445-14.0% | $3,890-45.9% | $3,740-43.8% |
| Admin fee / account holder | $126 | $444-71.6% | $4,881-97.4% | $513-75.5% |