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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,943 |
USI CONSULTING GROUP6+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $12,974 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,696 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,192 | $54,573-9.9% | $90,951-45.9% | $73,488-33.1% |
| Participation rate | 31.2% | 61.2%-30.0pp | 69.0%-37.8pp | 70.7%-39.5pp |
| Annual return | 15.01% | 16.69%-1.7pp | 134.60%-119.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $182 | $991-81.6% | $2,122-91.4% | $2,270-92.0% |
| Participant deferral / active EE | $1,444 | $2,517-42.6% | $3,373-57.2% | $3,740-61.4% |
| Admin fee / account holder | $196 | $521-62.3% | $5,959-96.7% | $513-61.7% |