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 |
|---|---|---|
THOMAS BEAL1+ years Filed as: THOMAS PEARSON Service code 16 12712 MEADOWOOD DR · SILVER SPRING, MD 20904 | Consulting | $12,152 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,464 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,504 | $72,177-43.9% | $115,037-64.8% | $59,632-32.1% |
| Participation rate | 69.8% | 72.6%-2.7pp | 81.4%-11.5pp | 68.7%+1.2pp |
| Annual return | -0.90% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,694 | $2,841-5.2% | $4,608-41.5% | $2,203+22.3% |
| Participant deferral / active EE | $5,467 | $4,783+14.3% | $6,026-9.3% | $3,192+71.3% |
| Admin fee / account holder | $96 | $4,927-98.1% | $8,175-98.8% | $4,297-97.8% |