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 |
|---|---|---|
HALBERT HARGROVE GLOBAL ADVISORS6+ years Filed as: HALBERT, HARGROVE/RUSSELL, LLC Service code 27 P O BOX 1070 · LONG BEACH, CA 908019931 | Advisory (Plan) | $39,538 |
Filed as: MEYERS BROTHERS KALICKA PC Service code 10 330 WHITNEY AVE STE 800 · HOLYOKE, MA 01040 | Accounting | $11,400 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,929 | $73,638+7.2% | $95,952-17.7% | $73,488+7.4% |
| Participation rate | 94.8% | 76.2%+18.7pp | 77.1%+17.8pp | 70.7%+24.2pp |
| Annual return | 13.73% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,323 | $1,863+24.7% | $2,541-8.6% | $2,270+2.3% |
| Participant deferral / active EE | $4,584 | $3,617+26.7% | $4,167+10.0% | $3,740+22.6% |
| Admin fee / account holder | $37 | $482-92.4% | $6,795-99.5% | $513-92.9% |