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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $199,034 |
Service code 27 1180 W PEACHTREE ST STE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $20,000 |
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.
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 | $42,101 | $73,367-42.6% | $121,196-65.3% | $73,367-42.6% |
| Participation rate | 21.8% | 69.5%-47.6pp | 71.7%-49.9pp | 69.5%-47.6pp |
| Annual return | -4.78% | 173.45%-178.2pp | 16.93%-21.7pp | 173.45%-178.2pp |
| Employer contribution / active EE | $464 | $2,499-81.4% | $4,022-88.5% | $2,499-81.4% |
| Participant deferral / active EE | $637 | $4,033-84.2% | $3,344-80.9% | $4,033-84.2% |
| Admin fee / account holder | $74 | $68+7.5% | $5,019-98.5% | $68+7.5% |