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 8-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 | $9,364 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $4,156 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $573 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $358 |
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.
Employer contribution per participant 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 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 | $22,966 | $35,485-35.3% | $74,550-69.2% | $55,725-58.8% |
| Participation rate | 18.5% | 62.5%-44.0pp | 69.1%-50.6pp | 70.9%-52.4pp |
| Annual return | -6.74% | 0.72%-7.5pp | 32.53%-39.3pp | 244.93%-251.7pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $490 | $2,181-77.6% | $3,108-84.2% | $3,356-85.4% |
| Admin fee / account holder | $78 | $114-31.7% | $5,060-98.5% | $115-32.3% |