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 | $34,091 |
TAX SHELTERED COMPENSATION, INC.3+ years Service code 13 7300 METRO BLVD. · EDINA, MN 55439 | Contract Administrator | $6,119 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 | Other Commissions | $4,146 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Investment Management | $1,619 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC. Service code 55 PO BOX 643792 · CINCINNATI, OH 45226 | Other Commissions | $0 |
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.)
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 | $38,474 | $80,753-52.4% | $136,294-71.8% | $62,292-38.2% |
| Participation rate | 63.6% | 73.5%-10.0pp | 81.9%-18.4pp | 69.5%-5.9pp |
| Annual return | 25.93% | 35.83%-9.9pp | 5155.94%-5130.0pp | 28.90%-3.0pp |
| Employer contribution / active EE | $640 | $2,884-77.8% | $4,695-86.4% | $2,042-68.6% |
| Participant deferral / active EE | $3,579 | $5,164-30.7% | $6,247-42.7% | $3,169+12.9% |
| Admin fee / account holder | $304 | $525-42.2% | $9,243-96.7% | $479-36.7% |