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 |
|---|---|---|
FERNANDEZ VALDIVIA & CO. PSC1 year Filed as: FERNANDEZ VALDIVIA & COMPANY Service code 10 · EIN 66-0623142 107 ISABEL ANDREU DE AGUILAR ST. · SAN JUAN, PR 00918 | Accounting | $13,000 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $7,532 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Recordkeeping Fees | $6,443 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CT 80111 | Investment Management | $2,113 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,224 | $89,355-58.3% | $141,162-73.6% | $72,985-49.0% |
| Participation rate | 58.6% | 75.1%-16.5pp | 82.5%-23.9pp | 69.5%-10.9pp |
| Annual return | 20.27% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $727 | $3,114-76.7% | $4,735-84.6% | $2,440-70.2% |
| Participant deferral / active EE | $2,211 | $5,418-59.2% | $6,709-67.0% | $3,607-38.7% |
| Admin fee / account holder | $323 | $5,958-94.6% | $10,261-96.9% | $5,124-93.7% |