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 | $25,752 |
KOVACK SECURITIES INC1 year Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $17,146 |
FINANXIAL, CORP.1 year Filed as: FINANXIAL INVESTMENT ADVISOR CORP Service code 13 121 AVE DE DIEGO SAN FRANCISCO · SAN JUAN, PR 00927 | Contract Administrator | $9,845 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,752 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $16,069 | $78,419-79.5% | $133,956-88.0% | $73,409-78.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 10.94% | 33.35%-22.4pp | 45.09%-34.1pp | 59.29%-48.4pp |
| Employer contribution / active EE | $748 | $2,044-63.4% | $3,919-80.9% | $2,234-66.5% |
| Participant deferral / active EE | $1,200 | $3,925-69.4% | $5,048-76.2% | $3,805-68.5% |
| Admin fee / account holder | $115 | $161-28.8% | $8,927-98.7% | $158-27.3% |