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 9-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 24 E COTA ST 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,087 |
Filed as: AXIOS ADVISORY GROUP LTD Service code 13 115 VIP DR STE 120 · WEXFORD, PA 15090 | Contract Administrator | $6,795 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,544 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,490 | $89,652-72.7% | $141,162-82.7% | $65,185-62.4% |
| Participation rate | 35.8% | 74.7%-38.9pp | 82.5%-46.6pp | 70.2%-34.4pp |
| Annual return | 29.01% | 32.79%-3.8pp | 71.39%-42.4pp | 29.38%-0.4pp |
| Employer contribution / active EE | $1,390 | $3,065-54.6% | $4,735-70.6% | $2,177-36.1% |
| Participant deferral / active EE | $2,026 | $5,691-64.4% | $6,709-69.8% | $3,514-42.3% |
| Admin fee / account holder | $199 | $569-64.9% | $10,261-98.1% | $847-76.5% |