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 |
|---|---|---|
LIBERTY GROUP LLC1+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $12,842 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,488 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,101 | $65,703-29.8% | $94,224-51.1% | $59,632-22.7% |
| Participation rate | 56.9% | 72.1%-15.2pp | 78.8%-21.8pp | 68.7%-11.7pp |
| Annual return | 0.06% | 5.22%-5.2pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,103 | $2,021-45.4% | $3,587-69.2% | $2,203-49.9% |
| Participant deferral / active EE | $4,630 | $3,143+47.3% | $4,320+7.2% | $3,192+45.1% |
| Admin fee / account holder | $37 | $4,264-99.1% | $6,269-99.4% | $4,297-99.1% |