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 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,638 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,307 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $199 |
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 | $17,378 | $38,365-54.7% | $84,611-79.5% | $65,185-73.3% |
| Participation rate | 68.6% | 55.7%+13.0pp | 68.2%+0.4pp | 70.2%-1.6pp |
| Annual return | 16.89% | 32.00%-15.1pp | 258.74%-241.8pp | 29.38%-12.5pp |
| Employer contribution / active EE | $859 | $1,258-31.7% | $2,652-67.6% | $2,177-60.5% |
| Participant deferral / active EE | $2,016 | $2,278-11.5% | $3,899-48.3% | $3,514-42.6% |
| Admin fee / account holder | $85 | $451-81.1% | $4,912-98.3% | $847-90.0% |