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 INC3+ years Service code 27 5405 MOREHOUSE DR STE 230 · SAN DIEGO, CA 92121 | Advisory (Plan) | $18,938 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,593 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,934 | $72,277+7.8% | $101,248-23.0% | $79,858-2.4% |
| Participation rate | 80.3% | 68.5%+11.8pp | 75.8%+4.5pp | 69.6%+10.6pp |
| Annual return | 13.51% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,699 | $2,692-36.9% | $3,660-53.6% | $2,471-31.2% |
| Participant deferral / active EE | $4,227 | $3,282+28.8% | $4,370-3.3% | $3,740+13.0% |
| Admin fee / account holder | $305 | $4,400-93.1% | $5,945-94.9% | $5,306-94.3% |