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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,348 |
THREE BELL CAPITAL LLC2 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $6,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $11,522 | $107,934-89.3% | $91,989-87.5% | $152,861-92.5% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.4%-19.9pp |
| Annual return | 17.97% | 89.24%-71.3pp | 69.02%-51.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $22,991 | $6,364+261.3% | $5,923+288.2% | $5,850+293.0% |
| Admin fee / account holder | $146 | $10,520-98.6% | $7,743-98.1% | $11,596-98.7% |