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 |
|---|---|---|
DA DAVIDSON & CO5+ years Filed as: D.A. DAVIDSON Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $29,825 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANICAL Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $21,841 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $11,177 |
PROFESSIONAL BENEFIT SERVICES5+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $2,775 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY, Service code 60 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Sub-TA Fees | $0 |
Annual investment return 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).
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 | $11,073 | $52,953-79.1% | $172,739-93.6% | $65,185-83.0% |
| Participation rate | 79.0% | 66.2%+12.8pp | 82.6%-3.6pp | 70.2%+8.8pp |
| Annual return | 10.91% | 30.12%-19.2pp | 802.84%-791.9pp | 29.38%-18.5pp |
| Employer contribution / active EE | $2,617 | $2,190+19.5% | $5,143-49.1% | $2,177+20.3% |
| Participant deferral / active EE | $1,640 | $2,471-33.6% | $5,198-68.4% | $3,514-53.3% |
| Admin fee / account holder | $102 | $472-78.4% | $13,954-99.3% | $847-88.0% |