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 27 238 CANYON LAKES PL. · SAN RAMON, CA 94582 | Advisory (Plan) | $32,051 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $33,301 | $52,293-36.3% | $178,490-81.3% | $73,409-54.6% |
| Participation rate | 64.7% | 65.3%-0.6pp | 81.9%-17.2pp | 72.2%-7.5pp |
| Annual return | 3.11% | 34.75%-31.6pp | 151.07%-148.0pp | 59.29%-56.2pp |
| Employer contribution / active EE | $1,536 | $1,735-11.5% | $5,011-69.4% | $2,234-31.3% |
| Participant deferral / active EE | $2,939 | $2,332+26.0% | $5,202-43.5% | $3,805-22.8% |
| Admin fee / account holder | $412 | $127+223.3% | $13,984-97.1% | $158+160.8% |