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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
THOMAS BEAL1+ years Service code 16 6730 N SCOTTSCALE RD SUITE 285 · SCOTTSDALE, AZ 85253 | Consulting | $3,322 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,950 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $1,684 | $22,714-92.6% | $59,496-97.2% | $55,191-96.9% |
| Participation rate | 30.7% | 37.5%-6.8pp | 54.6%-23.9pp | 69.2%-38.5pp |
| Annual return | -3.89% | -44.01%+40.1pp | 182.05%-185.9pp | 10.78%-14.7pp |
| Employer contribution / active EE | $104 | $418-75.1% | $1,153-91.0% | $1,899-94.5% |
| Participant deferral / active EE | $464 | $843-45.0% | $1,829-74.7% | $3,046-84.8% |
| Admin fee / account holder | $7 | $83-92.2% | $2,232-99.7% | $91-92.8% |