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 | $49,467 |
H BECK INC1 year Service code 27 6600 ROCKLEDGE DR · BETHESDA, MD 20817 | Advisory (Plan) | $26,395 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHNSON FERRY ROAD · ATLANTA, GA 30342 | Contract Administrator | $11,870 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,035 | $57,065+45.5% | $75,670+9.7% | $70,131+18.4% |
| Participation rate | 76.6% | 68.1%+8.5pp | 72.3%+4.2pp | 69.5%+7.1pp |
| Annual return | -24.84% | 23.57%-48.4pp | 27.34%-52.2pp | 73.14%-98.0pp |
| Employer contribution / active EE | $3,497 | $1,817+92.5% | $2,352+48.7% | $2,342+49.3% |
| Participant deferral / active EE | $8,295 | $2,580+221.5% | $3,142+164.0% | $3,332+149.0% |
| Admin fee / account holder | $579 | $3,825-84.9% | $5,800-90.0% | $4,645-87.5% |