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) | $44,387 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $8,877 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $313 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,146 | $105,181-29.5% | $159,436-53.5% | $85,850-13.6% |
| Participation rate | 88.3% | 75.8%+12.6pp | 82.8%+5.5pp | 69.3%+19.0pp |
| Annual return | 13.00% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,214 | $3,318-33.3% | $4,829-54.2% | $2,565-13.7% |
| Participant deferral / active EE | $2,798 | $5,945-52.9% | $7,352-61.9% | $3,952-29.2% |
| Admin fee / account holder | $223 | $6,933-96.8% | $10,799-97.9% | $6,260-96.4% |