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 |
|---|---|---|
PENSION SERVICES, INC.6+ years Service code 13 3150 SW 38 AVENUE, SUITE 900 · MIAMI, FL 33146 | Contract Administrator | $5,757 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,623 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $19,823 | $39,948-50.4% | $89,391-77.8% | $73,409-73.0% |
| Participation rate | 17.0% | 50.4%-33.4pp | 68.0%-51.0pp | 72.2%-55.2pp |
| Annual return | 15.16% | 50.12%-35.0pp | 245.62%-230.5pp | 59.29%-44.1pp |
| Employer contribution / active EE | $465 | $1,200-61.3% | $2,586-82.0% | $2,234-79.2% |
| Participant deferral / active EE | $545 | $2,193-75.2% | $3,890-86.0% | $3,805-85.7% |
| Admin fee / account holder | $34 | $134-74.8% | $4,881-99.3% | $158-78.6% |