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 7-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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,245 |
Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $6,673 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $823 |
Service code 13 | Contract Administrator | $485 |
KEMP AND ASSOCIATES LLC2 years Filed as: KEMP QUALIFIED PLAN ADMINSITRATION Service code 13 1885 OSPREY BLUFF BOULEVARD · FLEMING ISLAND, FL 32003 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $11,384 | $63,745-82.1% | $98,442-88.4% | $79,386-85.7% |
| Participation rate | 22.5% | 69.9%-47.4pp | 73.3%-50.9pp | 70.7%-48.2pp |
| Annual return | 14.49% | 625.80%-611.3pp | 1492.73%-1478.2pp | 116.85%-102.4pp |
| Employer contribution / active EE | $463 | $2,557-81.9% | $2,960-84.4% | $2,427-80.9% |
| Participant deferral / active EE | $519 | $3,303-84.3% | $4,276-87.9% | $4,046-87.2% |
| Admin fee / account holder | $85 | $516-83.5% | $5,949-98.6% | $626-86.4% |