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 |
|---|---|---|
Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 | Contract Administrator | $6,229 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,800 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,239 |
Service code 13 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Contract Administrator | $0 |
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 | $17,814 | $73,102-75.6% | $123,544-85.6% | $56,287-68.4% |
| Participation rate | 94.3% | 74.3%+20.0pp | 82.3%+12.0pp | 69.9%+24.4pp |
| Annual return | 5.19% | 3.01%+2.2pp | 119.20%-114.0pp | -9.96%+15.1pp |
| Employer contribution / active EE | $2,860 | $2,977-3.9% | $4,628-38.2% | $2,111+35.5% |
| Participant deferral / active EE | $7,982 | $5,423+47.2% | $6,426+24.2% | $3,350+138.3% |
| Admin fee / account holder | $21 | $554-96.2% | $9,284-99.8% | $521-95.9% |