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 | $33,631 |
REGIONS BANK2 years Filed as: REGIONS FINANCIAL CORPORATION Service code 27 P O BOX 11525 · BIRMINGHAM, AL 352021525 | Advisory (Plan) | $24,185 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,836 |
Employer 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.
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 | $23,292 | $74,347-68.7% | $93,606-75.1% | $67,579-65.5% |
| Participation rate | 84.3% | 80.6%+3.7pp | 75.8%+8.5pp | 71.3%+13.0pp |
| Annual return | 24.92% | 28.07%-3.2pp | 32.76%-7.8pp | 378.56%-353.6pp |
| Employer contribution / active EE | $641 | $2,583-75.2% | $2,718-76.4% | $2,148-70.2% |
| Participant deferral / active EE | $1,960 | $4,060-51.7% | $4,069-51.8% | $3,539-44.6% |
| Admin fee / account holder | $101 | $123-17.3% | $7,888-98.7% | $142-28.7% |