Filed February 4, 2020
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 |
|---|---|---|
ARGI INVESTMENT SERVICES LLC3 years Service code 27 · EIN 27-1003080 | Advisory (Plan) | $51,203 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,530 | $71,142-20.5% | $119,609-52.7% | $64,808-12.8% |
| Participation rate | 77.9% | 78.6%-0.7pp | 79.3%-1.4pp | 71.5%+6.4pp |
| Annual return | -17.89% | -10.01%-7.9pp | -14.97%-2.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,547 | $2,497-38.1% | $4,232-63.4% | $2,506-38.3% |
| Participant deferral / active EE | $4,648 | $4,490+3.5% | $5,602-17.0% | $4,310+7.8% |
| Admin fee / account holder | $351 | $162+116.3% | $10,323-96.6% | $188+86.8% |