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 7-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 | $25,098 |
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $22,888 |
BAS PARTNERS1 year Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $3,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $659 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $118 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,920 | $43,133-88.6% | $89,391-94.5% | $73,488-93.3% |
| Participation rate | 95.1% | 55.0%+40.1pp | 68.0%+27.1pp | 70.7%+24.4pp |
| Annual return | 7.72% | 135.66%-127.9pp | 245.62%-237.9pp | 28.51%-20.8pp |
| Employer contribution / active EE | $3,929 | $1,438+173.3% | $2,586+52.0% | $2,270+73.1% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $362 | $444-18.4% | $4,881-92.6% | $513-29.4% |