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 | $36,322 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $14,393 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,873 | $54,590+13.3% | $81,930-24.5% | $73,488-15.8% |
| Participation rate | 42.1% | 68.3%-26.2pp | 72.0%-29.9pp | 70.7%-28.6pp |
| Annual return | 12.85% | 17.74%-4.9pp | 29.49%-16.6pp | 28.51%-15.7pp |
| Employer contribution / active EE | $781 | $1,636-52.3% | $4,310-81.9% | $2,270-65.6% |
| Participant deferral / active EE | $2,150 | $2,759-22.1% | $7,107-69.7% | $3,740-42.5% |
| Admin fee / account holder | $259 | $592-56.3% | $5,158-95.0% | $513-49.6% |