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 | $6,370 |
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $3,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,231 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,195 | $43,133-88.0% | $89,391-94.2% | $73,488-92.9% |
| Participation rate | 63.1% | 55.0%+8.2pp | 68.0%-4.9pp | 70.7%-7.6pp |
| Annual return | 30.90% | 135.66%-104.8pp | 245.62%-214.7pp | 28.51%+2.4pp |
| Employer contribution / active EE | $24 | $1,438-98.3% | $2,586-99.1% | $2,270-98.9% |
| Participant deferral / active EE | $1,820 | $2,445-25.6% | $3,890-53.2% | $3,740-51.3% |
| Admin fee / account holder | $44 | $444-90.0% | $4,881-99.1% | $513-91.4% |