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 | $38,713 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 13 6800 PARAGON PLACE · RICHMOND, VA 23230 | Contract Administrator | $21,867 |
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $20,676 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $390 |
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.
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).
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 | $26,570 | $57,096-53.5% | $94,224-71.8% | $55,191-51.9% |
| Participation rate | 33.5% | 75.7%-42.2pp | 78.8%-45.3pp | 69.2%-35.7pp |
| Annual return | 0.56% | 159.65%-159.1pp | 10.68%-10.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $197 | $1,708-88.5% | $3,587-94.5% | $1,899-89.6% |
| Participant deferral / active EE | $871 | $3,165-72.5% | $4,320-79.8% | $3,046-71.4% |
| Admin fee / account holder | $147 | $89+65.3% | $6,269-97.6% | $91+62.5% |