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 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,356 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,251 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,175 | $35,986-35.6% | $77,482-70.1% | $73,488-68.5% |
| Participation rate | 26.0% | 40.8%-14.8pp | 54.2%-28.1pp | 70.7%-44.6pp |
| Annual return | 8.88% | 19.26%-10.4pp | 54.79%-45.9pp | 28.51%-19.6pp |
| Employer contribution / active EE | $206 | $557-63.1% | $986-79.1% | $2,270-90.9% |
| Participant deferral / active EE | $542 | $1,198-54.7% | $1,861-70.9% | $3,740-85.5% |
| Admin fee / account holder | $260 | $466-44.2% | $2,858-90.9% | $513-49.4% |