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 8-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 |
|---|---|---|
Filed as: DENARIUS CAPITAL ADVISORS Service code 26 · EIN 45-5382552 5201 GREAT AMERICA PKWY · SANTA CLARA, CA 95054 | Advisory (Participants) | $7,805 |
Employer contribution per participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,565 | $93,571-81.2% | $135,903-87.1% | $75,163-76.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.68% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $107 | $3,537-97.0% | $4,856-97.8% | $2,670-96.0% |
| Participant deferral / active EE | $4,319 | $6,404-32.6% | $7,758-44.3% | $4,125+4.7% |
| Admin fee / account holder | $91 | $6,975-98.7% | $10,762-99.2% | $5,651-98.4% |