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 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $33,641 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,728 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $152 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,144 | $89,355-30.5% | $141,162-56.0% | $72,985-14.9% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.7pp | 69.5%-11.8pp |
| Annual return | 19.41% | 111.85%-92.4pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,286 | $3,114-58.7% | $4,735-72.8% | $2,440-47.3% |
| Participant deferral / active EE | $1,752 | $5,418-67.7% | $6,709-73.9% | $3,607-51.4% |
| Admin fee / account holder | $182 | $5,958-96.9% | $10,261-98.2% | $5,124-96.5% |