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 & CO6+ years Filed as: D.A. DAVIDSON Service code 22 208 N. BROADWAY · BILLINGS, MT 59101 | Insurance Broker | $30,000 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $30,000 |
ASPIRE FINANCIAL SERVICES6+ years Filed as: ASPIRE FINANICAL Service code 64 12596 W. BAYAUD AVE. SUITE 250 · LAKEWOOD, CO 802282035 | Recordkeeping Fees | $21,000 |
PROFESSIONAL BENEFIT SERVICES6+ years Service code 37 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Loan Processing | $2,321 |
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 | $12,269 | $58,879-79.2% | $178,490-93.1% | $73,488-83.3% |
| Participation rate | 80.6% | 66.2%+14.4pp | 81.9%-1.3pp | 70.7%+10.0pp |
| Annual return | 9.20% | 24.86%-15.7pp | 151.07%-141.9pp | 28.51%-19.3pp |
| Employer contribution / active EE | $2,283 | $2,236+2.1% | $5,011-54.4% | $2,270+0.6% |
| Participant deferral / active EE | $1,311 | $2,567-48.9% | $5,202-74.8% | $3,740-64.9% |
| Admin fee / account holder | $109 | $400-72.9% | $13,984-99.2% | $513-78.8% |