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) | $15,952 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,504 |
AXIOS ADVISORY GROUP, LTD4 years Filed as: AXIOS ADVISORY GROUP LTD Service code 13 115 VIP DR STE 120 · WEXFORD, PA 15090 | Contract Administrator | $7,381 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,683 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,179 | $84,487-77.3% | $125,339-84.7% | $66,914-71.3% |
| Participation rate | 54.0% | 76.4%-22.4pp | 82.4%-28.4pp | 69.8%-15.8pp |
| Annual return | -1.68% | -8.39%+6.7pp | 572.05%-573.7pp | 1.58%-3.3pp |
| Employer contribution / active EE | $1,427 | $3,553-59.8% | $4,814-70.3% | $2,544-43.9% |
| Participant deferral / active EE | $2,199 | $6,781-67.6% | $7,446-70.5% | $4,237-48.1% |
| Admin fee / account holder | $179 | $685-73.8% | $10,010-98.2% | $593-69.8% |