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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,526 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,872 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $77,229 | $64,286+20.1% | $90,951-15.1% | $73,409+5.2% |
| Participation rate | 46.4% | 63.6%-17.2pp | 69.0%-22.6pp | 72.2%-25.8pp |
| Annual return | 12.27% | 21.45%-9.2pp | 134.60%-122.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $169 | $895-81.2% | $2,122-92.1% | $2,234-92.5% |
| Participant deferral / active EE | $2,397 | $2,453-2.3% | $3,373-28.9% | $3,805-37.0% |
| Admin fee / account holder | $292 | $287+1.8% | $5,959-95.1% | $158+85.2% |