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 |
|---|---|---|
FBP INSURANCE SERVICES INC1+ years Service code 16 130 THEORY STE 200 · IRVINE, CA 926173065 | Consulting | $27,968 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,601 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
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.
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 | $81,412 | $48,313+68.5% | $73,307+11.1% | $52,331+55.6% |
| Participation rate | 60.6% | 68.6%-8.0pp | 74.9%-14.3pp | 68.1%-7.5pp |
| Annual return | -0.62% | 3.85%-4.5pp | 5.67%-6.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,028 | $4,189+43.9% | $4,991+20.8% | $3,022+99.5% |
| Admin fee / account holder | $251 | $404-37.9% | $5,637-95.5% | $592-57.6% |