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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,673 |
FREEGULLIVER, LLC4+ years Filed as: FREEGULLIVER Service code 26 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Advisory (Participants) | $12,189 |
WEGMANN DAZET & COMPANY2 years Filed as: WEGMANN DAZET & CO Service code 99 111 VETERANS BLVD · METAIRIE, LA 70005 | Other Fees | $9,000 |
FIDUCIARY CONSULTING GROUP4+ years Filed as: FIDUCIARY CONSULTING GROUP INC Service code 14 1832 WARD DR STE 101 PO BOX 11408 · MURFREESBORO, TN 37129 | Plan Administrator | $4,989 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,848 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,592 | $63,745-72.4% | $98,442-82.1% | $79,386-77.8% |
| Participation rate | 94.6% | 69.9%+24.7pp | 73.3%+21.2pp | 70.7%+23.9pp |
| Annual return | 16.21% | 625.80%-609.6pp | 1492.73%-1476.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $429 | $2,557-83.2% | $2,960-85.5% | $2,427-82.3% |
| Participant deferral / active EE | $1,834 | $3,303-44.5% | $4,276-57.1% | $4,046-54.7% |
| Admin fee / account holder | $258 | $516-50.0% | $5,949-95.7% | $626-58.9% |