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 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $11,347 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,160 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $121 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,233 | $38,365-83.8% | $84,611-92.6% | $65,185-90.4% |
| Participation rate | 88.0% | 55.7%+32.3pp | 68.2%+19.8pp | 70.2%+17.8pp |
| Annual return | 19.33% | 32.00%-12.7pp | 258.74%-239.4pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,161 | $1,258-7.7% | $2,652-56.2% | $2,177-46.6% |
| Participant deferral / active EE | $289 | $2,278-87.3% | $3,899-92.6% | $3,514-91.8% |
| Admin fee / account holder | $135 | $451-70.2% | $4,912-97.3% | $847-84.1% |