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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,475 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,186 | $49,138-46.7% | $84,015-68.8% | $65,185-59.8% |
| Participation rate | 62.0% | 60.7%+1.3pp | 69.0%-7.0pp | 70.2%-8.2pp |
| Annual return | 16.81% | 23.00%-6.2pp | 71.31%-54.5pp | 29.38%-12.6pp |
| Employer contribution / active EE | $402 | $914-56.0% | $1,983-79.7% | $2,177-81.5% |
| Participant deferral / active EE | $2,234 | $2,397-6.8% | $3,239-31.0% | $3,514-36.4% |
| Admin fee / account holder | $235 | $543-56.7% | $6,101-96.1% | $847-72.2% |