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) | $38,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,235 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,428 |
KOBO WEALTH CONSERVANCY3 years Filed as: KOBO WEALTH CONSERVANCY LLC Service code 99 119 MERCHANT ST STE 610 · HONOLULU, HI 96813 | Other Fees | $1,206 |
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.
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 | $88,611 | $69,362+27.8% | $101,248-12.5% | $73,488+20.6% |
| Participation rate | 63.7% | 68.4%-4.7pp | 75.8%-12.1pp | 70.7%-7.0pp |
| Annual return | 15.49% | 18.46%-3.0pp | 46.47%-31.0pp | 28.51%-13.0pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,574 | $3,300+99.2% | $4,370+50.4% | $3,740+75.8% |
| Admin fee / account holder | $261 | $704-62.9% | $5,945-95.6% | $513-49.2% |