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 4-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 | $27,196 |
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $17,202 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,076 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,827 | $53,925-22.4% | $75,670-44.7% | $69,631-39.9% |
| Participation rate | 34.2% | 71.2%-37.0pp | 72.3%-38.1pp | 70.7%-36.5pp |
| Annual return | 15.31% | 17.84%-2.5pp | 27.34%-12.0pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $203 | $1,802-88.8% | $2,352-91.4% | $2,032-90.0% |
| Participant deferral / active EE | $1,474 | $2,569-42.6% | $3,142-53.1% | $3,224-54.3% |
| Admin fee / account holder | $146 | $97+50.7% | $5,800-97.5% | $110+32.5% |