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) | $36,353 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $7,270 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $221 |
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 | $68,221 | $98,750-30.9% | $149,696-54.4% | $79,858-14.6% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.5%-16.2pp | 69.6%-3.4pp |
| Annual return | 12.90% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,050 | $3,216-67.4% | $4,644-77.4% | $2,471-57.5% |
| Participant deferral / active EE | $1,683 | $5,680-70.4% | $6,842-75.4% | $3,740-55.0% |
| Admin fee / account holder | $192 | $6,053-96.8% | $9,309-97.9% | $5,306-96.4% |