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 | $5,178 |
UNITED RETIREMENT INC2+ years Service code 13 PO BOX 734603 · CHICAGO, IL 606734603 | Contract Administrator | $4,730 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $3,717 |
Service code 13 | Contract Administrator | $759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,417 | $52,293-82.0% | $178,490-94.7% | $73,409-87.2% |
| Participation rate | 27.9% | 65.3%-37.5pp | 81.9%-54.0pp | 72.2%-44.3pp |
| Annual return | 27.46% | 34.75%-7.3pp | 151.07%-123.6pp | 59.29%-31.8pp |
| Employer contribution / active EE | $630 | $1,735-63.7% | $5,011-87.4% | $2,234-71.8% |
| Participant deferral / active EE | $1,061 | $2,332-54.5% | $5,202-79.6% | $3,805-72.1% |
| Admin fee / account holder | $83 | $127-34.6% | $13,984-99.4% | $158-47.3% |