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 13 2701 BICKFORD AVE · SNOHOMISH, WA 98290 | Contract Administrator | $23,633 |
M GROUP INVESTMENT ADVISOR2 years Filed as: M GROUP INVESTMENT ADVISOR LLC Service code 26 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Participants) | $19,396 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,850 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,133 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $14,421 | $69,362-79.2% | $101,248-85.8% | $73,488-80.4% |
| Participation rate | 82.3% | 68.4%+13.9pp | 75.8%+6.5pp | 70.7%+11.6pp |
| Annual return | 11.42% | 18.46%-7.0pp | 46.47%-35.1pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,991 | $2,628+13.8% | $3,660-18.3% | $2,270+31.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $162 | $704-77.0% | $5,945-97.3% | $513-68.5% |