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 7-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 |
|---|---|---|
MEASURED RISK PORTFOLIOS INC2+ years Service code 27 5405 MOREHOUSE DR STE 230 · SAN DIEGO, CA 92121 | Advisory (Plan) | $17,777 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,308 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,293 | $63,114+9.8% | $92,893-25.4% | $65,185+6.3% |
| Participation rate | 41.5% | 68.8%-27.3pp | 76.0%-34.5pp | 70.2%-28.7pp |
| Annual return | 16.74% | 28.75%-12.0pp | 109.41%-92.7pp | 29.38%-12.6pp |
| Employer contribution / active EE | $154 | $2,571-94.0% | $3,653-95.8% | $2,177-92.9% |
| Participant deferral / active EE | $1,719 | $3,108-44.7% | $4,236-59.4% | $3,514-51.1% |
| Admin fee / account holder | $347 | $624-44.4% | $5,794-94.0% | $847-59.1% |