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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $137 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $41 |
LANDMARK EQUITY ADVISORS LLC2 years Filed as: LANDMARK PLC Service code 10 · EIN 71-0355269 201 E. MARKHAM · LITTLE ROCK, AR 72201 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,775 | $69,362-60.0% | $101,248-72.6% | $73,488-62.2% |
| Participation rate | 51.6% | 68.4%-16.8pp | 75.8%-24.2pp | 70.7%-19.1pp |
| Annual return | 17.66% | 18.46%-0.8pp | 46.47%-28.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $571 | $2,628-78.3% | $3,660-84.4% | $2,270-74.8% |
| Participant deferral / active EE | $1,366 | $3,300-58.6% | $4,370-68.7% | $3,740-63.5% |
| Admin fee / account holder | $3 | $704-99.6% | $5,945-100.0% | $513-99.5% |