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) | $11,894 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,416 |
AXIOS ADVISORY GROUP, LTD2 years Filed as: AXIOS ADVISORY GROUP LTD Service code 13 115 VIP DR STE 120 · WEXFORD, PA 15090 | Contract Administrator | $6,691 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,028 |
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.
Annual investment return 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.
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 | $19,882 | $99,957-80.1% | $149,696-86.7% | $73,488-72.9% |
| Participation rate | 38.6% | 75.7%-37.1pp | 82.5%-43.9pp | 70.7%-32.1pp |
| Annual return | 8.41% | 53.87%-45.5pp | 276.60%-268.2pp | 28.51%-20.1pp |
| Employer contribution / active EE | $1,031 | $3,191-67.7% | $4,644-77.8% | $2,270-54.6% |
| Participant deferral / active EE | $1,436 | $6,073-76.4% | $6,842-79.0% | $3,740-61.6% |
| Admin fee / account holder | $217 | $551-60.6% | $9,309-97.7% | $513-57.7% |