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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,558 |
SAGEVIEW ADVISORY GROUP, LLC4+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $42,124 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 220 S. 6TH STREET, STE 300 · MINNEAPOLIS, MN 55402 | Accounting | $21,081 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DR, STE. 300 · TORRANCE, CA 90505 | Contract Administrator | $20,156 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,408 | $42,810+57.5% | $169,463-60.2% | $55,725+21.0% |
| Participation rate | 33.4% | 64.7%-31.3pp | 77.8%-44.3pp | 70.9%-37.4pp |
| Annual return | -1.75% | -3.61%+1.9pp | 1.83%-3.6pp | 244.93%-246.7pp |
| Employer contribution / active EE | $944 | $1,402-32.7% | $4,159-77.3% | $2,078-54.6% |
| Participant deferral / active EE | $1,821 | $3,141-42.0% | $5,277-65.5% | $3,356-45.7% |
| Admin fee / account holder | $255 | $106+139.4% | $9,109-97.2% | $115+121.3% |