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 9-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 |
|---|---|---|
PRIMETRUST ADVISORS, LLC6+ years Service code 27 101 COLLEGE STREET SUITE 1-B · GREENVILLE, SC 29601 | Advisory (Plan) | $22,786 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,116 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $643 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,331 | $86,286-49.8% | $111,297-61.1% | $85,850-49.5% |
| Participation rate | 91.0% | 73.3%+17.7pp | 77.3%+13.7pp | 69.3%+21.7pp |
| Annual return | 14.55% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $402 | $2,043-80.3% | $2,731-85.3% | $2,565-84.3% |
| Participant deferral / active EE | $3,183 | $3,641-12.6% | $4,487-29.1% | $3,952-19.5% |
| Admin fee / account holder | $385 | $8,188-95.3% | $7,964-95.2% | $6,260-93.8% |