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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,503 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $15,391 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,590 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,332 | $46,423+8.4% | $75,886-33.7% | $67,579-25.5% |
| Participation rate | 33.0% | 63.1%-30.1pp | 69.3%-36.3pp | 71.3%-38.3pp |
| Annual return | 17.50% | 32.29%-14.8pp | 30.76%-13.3pp | 378.56%-361.1pp |
| Employer contribution / active EE | $826 | $1,406-41.2% | $2,500-67.0% | $2,148-61.5% |
| Participant deferral / active EE | $1,434 | $2,564-44.1% | $3,603-60.2% | $3,539-59.5% |
| Admin fee / account holder | $324 | $132+146.1% | $5,418-94.0% | $142+127.9% |