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 |
|---|---|---|
ARMANINO LLP3 years Filed as: ARMANINO, LLP Service code 13 · EIN 94-6214841 | Contract Administrator | $31,098 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,581 |
CETERA ADVISOR NETWORKS LLC5+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455670 | Other Commissions | $20,440 |
Service code 27 6504 BRIDGE POINT PARKWAY, SUITE 45 · AUSTIN, TX 78730 | Advisory (Plan) | $5,493 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,654 | $97,954-65.6% | $115,157-70.8% | $77,787-56.7% |
| Participation rate | 28.4% | 52.3%-23.9pp | 75.9%-47.5pp | 73.2%-44.8pp |
| Annual return | 17.08% | 23.95%-6.9pp | 35.60%-18.5pp | 32.57%-15.5pp |
| Employer contribution / active EE | $421 | $927-54.5% | $3,179-86.7% | $2,504-83.2% |
| Participant deferral / active EE | $806 | $1,655-51.3% | $4,168-80.7% | $3,967-79.7% |
| Admin fee / account holder | $76 | $347-78.1% | $7,088-98.9% | $100-23.9% |