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 |
|---|---|---|
UNITED GROUP PROGRAMS1+ years Service code 16 2500 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Consulting | $7,076 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,524 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $14,457 | $50,464-71.4% | $75,781-80.9% | $52,331-72.4% |
| Participation rate | 54.9% | 66.8%-11.9pp | 75.8%-20.9pp | 68.1%-13.2pp |
| Annual return | -2.70% | 1.03%-3.7pp | 9.68%-12.4pp | 4.54%-7.2pp |
| Employer contribution / active EE | $881 | $1,988-55.7% | $3,323-73.5% | $1,882-53.2% |
| Participant deferral / active EE | $1,515 | $2,570-41.0% | $3,651-58.5% | $3,022-49.9% |
| Admin fee / account holder | $99 | $1,103-91.0% | $5,299-98.1% | $592-83.3% |