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 8-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,467 |
Filed as: MERRILL LYNCH PIERCE FENNER & Service code 27 SMITH INCORPORATED · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $25,031 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,846 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $2,400 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,475 | $59,263-28.3% | $96,562-56.0% | $79,386-46.5% |
| Participation rate | 66.9% | 61.9%+5.0pp | 69.8%-2.9pp | 70.7%-3.8pp |
| Annual return | 15.58% | 27.07%-11.5pp | 37.78%-22.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,190 | $1,216+80.1% | $2,356-7.1% | $2,427-9.8% |
| Participant deferral / active EE | $3,499 | $2,948+18.7% | $3,849-9.1% | $4,046-13.5% |
| Admin fee / account holder | $373 | $658-43.3% | $6,181-94.0% | $626-40.4% |