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 15 · EIN 13-3689044 | Recordkeeping | $14,765 |
ARGI INVESTMENT SERVICES LLC4 years Service code 27 2201 HIGH WICKHAM PL · LOUISVILLE, KY 40245 | Advisory (Plan) | $10,506 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $680 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,309 | $61,052-6.1% | $142,863-59.9% | $79,386-27.8% |
| Participation rate | 69.7% | 60.1%+9.6pp | 71.9%-2.2pp | 70.7%-1.0pp |
| Annual return | 12.81% | 16.02%-3.2pp | 5637.54%-5624.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,802 | $1,481+21.7% | $4,144-56.5% | $2,427-25.8% |
| Participant deferral / active EE | $3,074 | $2,879+6.7% | $3,837-19.9% | $4,046-24.0% |
| Admin fee / account holder | $286 | $659-56.6% | $6,560-95.6% | $626-54.3% |