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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,802 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $485 |
Service code 13 101 E GRAND AVENUE SUITE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $480 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,253 | $62,928-80.5% | $172,739-92.9% | $67,579-81.9% |
| Participation rate | 50.5% | 64.5%-14.0pp | 82.6%-32.2pp | 71.3%-20.8pp |
| Annual return | 17.88% | 30.36%-12.5pp | 802.84%-785.0pp | 378.56%-360.7pp |
| Employer contribution / active EE | $190 | $1,636-88.4% | $5,143-96.3% | $2,148-91.1% |
| Participant deferral / active EE | $1,116 | $2,145-48.0% | $5,198-78.5% | $3,539-68.5% |
| Admin fee / account holder | $13 | $167-92.3% | $13,954-99.9% | $142-91.0% |