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 | $36,165 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS LL Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $28,068 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $567 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,550 | $44,734-40.6% | $99,443-73.3% | $67,579-60.7% |
| Participation rate | 41.9% | 66.2%-24.3pp | 73.8%-31.9pp | 71.3%-29.4pp |
| Annual return | 17.94% | 32.45%-14.5pp | 30.72%-12.8pp | 378.56%-360.6pp |
| Employer contribution / active EE | $542 | $1,261-57.0% | $2,540-78.7% | $2,148-74.8% |
| Participant deferral / active EE | $691 | $2,731-74.7% | $3,619-80.9% | $3,539-80.5% |
| Admin fee / account holder | $147 | $120+23.1% | $6,250-97.6% | $142+3.5% |