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 10-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 27 · EIN 61-1758632 24 E COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,527 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,109 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,207 |
TPA SERVICES, INC.4 years Filed as: TPA SERVICES,INC. Service code 13 · EIN 84-1571661 7108 S ALTON WAY, BLDG L, SUITE B · CENTENNIAL, CO 80112 | Contract Administrator | $710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $47,910 | $55,214-13.2% | $104,607-54.2% | $73,488-34.8% |
| Participation rate | 34.7% | 67.8%-33.2pp | 74.1%-39.4pp | 70.7%-36.0pp |
| Annual return | 13.51% | 24.79%-11.3pp | 340.46%-326.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $794 | $1,468-45.9% | $2,681-70.4% | $2,270-65.0% |
| Participant deferral / active EE | $1,333 | $2,925-54.4% | $3,740-64.4% | $3,740-64.4% |
| Admin fee / account holder | $248 | $424-41.4% | $6,473-96.2% | $513-51.6% |