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 6-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,731 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $8,518 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 55 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $5,807 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,418 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $1,025 |
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.
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 | $12,759 | $54,573-76.6% | $90,951-86.0% | $73,488-82.6% |
| Participation rate | 68.3% | 61.2%+7.1pp | 69.0%-0.7pp | 70.7%-2.4pp |
| Annual return | 10.14% | 16.69%-6.5pp | 134.60%-124.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $286 | $991-71.2% | $2,122-86.5% | $2,270-87.4% |
| Participant deferral / active EE | $1,885 | $2,517-25.1% | $3,373-44.1% | $3,740-49.6% |
| Admin fee / account holder | $169 | $521-67.5% | $5,959-97.2% | $513-67.0% |