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 |
|---|---|---|
TRIAD ADVISORS INC3+ years Service code 27 5185 PEACHTREE PKWY 280 · NORCROSS, GA 30092 | Advisory (Plan) | $28,111 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,782 |
ACO/DCS1 year Filed as: ACO/DCS, INC. Service code 13 | Contract Administrator | $5,622 |
ACO/DCS1 year Filed as: ACO/DCS, INC Service code 11 PO BOX 1967 · WOODSTOCK, GA 30188 | Actuarial | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,232 | $81,537-61.7% | $149,718-79.1% | $69,631-55.1% |
| Participation rate | 51.1% | 86.1%-35.0pp | 87.1%-36.0pp | 70.7%-19.6pp |
| Annual return | 33.03% | 22.79%+10.2pp | 1501.63%-1468.6pp | 27571.02%-27538.0pp |
| Employer contribution / active EE | $526 | $3,239-83.7% | $5,445-90.3% | $2,032-74.1% |
| Participant deferral / active EE | $3,379 | $4,994-32.3% | $6,569-48.6% | $3,224+4.8% |
| Admin fee / account holder | $32 | $107-69.6% | $11,283-99.7% | $110-70.6% |