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 | $11,273 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Other Commissions | $4,857 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNERS NORTHWEST Service code 13 1600 VALLEY RIVER DR, STE 340 · EUGENE, OR 97401 | Contract Administrator | $285 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,245 | $54,320-73.8% | $67,652-78.9% | $52,331-72.8% |
| Participation rate | 59.8% | 73.6%-13.8pp | 75.7%-15.8pp | 68.1%-8.3pp |
| Annual return | 0.91% | 6.81%-5.9pp | 6625.04%-6624.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $626 | $1,544-59.5% | $2,266-72.4% | $1,882-66.8% |
| Participant deferral / active EE | $825 | $2,950-72.0% | $3,560-76.8% | $3,022-72.7% |
| Admin fee / account holder | $135 | $527-74.3% | $4,821-97.2% | $592-77.2% |