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) | $39,509 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,702 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,647 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $40 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,397 | $46,292-12.7% | $143,757-71.9% | $64,808-37.7% |
| Participation rate | 71.8% | 64.2%+7.6pp | 80.3%-8.5pp | 71.5%+0.4pp |
| Annual return | -15.12% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $2,036 | $1,910+6.6% | $4,951-58.9% | $2,506-18.7% |
| Participant deferral / active EE | $3,656 | $2,646+38.2% | $5,637-35.2% | $4,310-15.2% |
| Admin fee / account holder | $305 | $154+98.5% | $14,673-97.9% | $188+62.5% |