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 | $2,317 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE SUITE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $1,383 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $560 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,175 | $52,293-72.9% | $178,490-92.1% | $73,409-80.7% |
| Participation rate | 52.9% | 65.3%-12.5pp | 81.9%-29.1pp | 72.2%-19.3pp |
| Annual return | 11.62% | 34.75%-23.1pp | 151.07%-139.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $191 | $1,735-89.0% | $5,011-96.2% | $2,234-91.4% |
| Participant deferral / active EE | $1,428 | $2,332-38.8% | $5,202-72.5% | $3,805-62.5% |
| Admin fee / account holder | $9 | $127-92.7% | $13,984-99.9% | $158-94.2% |