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 |
|---|---|---|
SECURITIES AMERICA INC4 years Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $38,218 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,194 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $562 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,626 | $136,307-73.1% | $177,821-79.4% | $73,488-50.2% |
| Participation rate | 89.3% | 86.1%+3.2pp | 87.7%+1.6pp | 70.7%+18.7pp |
| Annual return | 17.20% | 18.68%-1.5pp | 48.32%-31.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,143 | $3,712-69.2% | $5,918-80.7% | $2,270-49.6% |
| Participant deferral / active EE | $2,542 | $5,829-56.4% | $7,714-67.0% | $3,740-32.0% |
| Admin fee / account holder | $326 | $596-45.2% | $12,427-97.4% | $513-36.4% |