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 |
|---|---|---|
Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 225 S LAKE AVE STE 600 · PASADENA, CA 91101 | Advisory (Plan) | $37,356 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,235 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,840 |
KOBO WEALTH CONSERVANCY1 year Filed as: KOBO WEALTH CONSERVANCY LLC Service code 27 119 MERCHANT ST STE 610 · HONOLULU, HI 96813 | Advisory (Plan) | $656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,908 | $55,449+26.1% | $83,848-16.6% | $56,287+24.2% |
| Participation rate | 58.9% | 68.0%-9.1pp | 76.1%-17.3pp | 69.9%-11.0pp |
| Annual return | -5.93% | -1.38%-4.6pp | 850.88%-856.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,979 | $2,430-18.6% | $3,631-45.5% | $2,111-6.2% |
| Participant deferral / active EE | $5,846 | $2,935+99.2% | $4,082+43.2% | $3,350+74.5% |
| Admin fee / account holder | $322 | $656-50.9% | $5,478-94.1% | $521-38.2% |