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 | $9,949 |
Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $6,860 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $849 |
Service code 13 | Contract Administrator | $496 |
KEMP AND ASSOCIATES LLC3 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 | $11,489 | $47,722-75.9% | $82,719-86.1% | $64,808-82.3% |
| Participation rate | 14.6% | 67.6%-53.0pp | 72.6%-58.0pp | 71.5%-56.9pp |
| Annual return | -17.10% | -13.05%-4.1pp | 701.18%-718.3pp | 32.82%-49.9pp |
| Employer contribution / active EE | $617 | $2,179-71.7% | $3,009-79.5% | $2,506-75.4% |
| Participant deferral / active EE | $466 | $3,329-86.0% | $4,395-89.4% | $4,310-89.2% |
| Admin fee / account holder | $109 | $143-23.7% | $5,329-98.0% | $188-41.9% |