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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,252 |
UNIGLOBAL PENSION PLANNING, INC.6+ years Filed as: UNIGLOBAL PENSION PLANNING INC. Service code 13 | Contract Administrator | $10,000 |
UNIGLOBAL PENSION PLANNING, INC.6+ years Filed as: UNIGLOBAL PENSION PLANNING, INC Service code 13 4114 LEGATO RD · FAIRFAX, VA 22033 | Contract Administrator | $2,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,800 | $51,447+39.6% | $104,607-31.4% | $73,409-2.2% |
| Participation rate | 49.3% | 68.2%-18.9pp | 74.1%-24.8pp | 72.2%-22.9pp |
| Annual return | 13.24% | 25.06%-11.8pp | 340.46%-327.2pp | 59.29%-46.1pp |
| Employer contribution / active EE | $526 | $1,441-63.5% | $2,681-80.4% | $2,234-76.5% |
| Participant deferral / active EE | $3,345 | $3,058+9.4% | $3,740-10.5% | $3,805-12.1% |
| Admin fee / account holder | $87 | $122-28.5% | $6,473-98.7% | $158-44.8% |