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 | $19,010 |
ALPHA PENSION GROUP, INC.4+ years Service code 27 70 WESTVIEW ST. 2ND FL · LEXINGTON, MA 02421 | Advisory (Plan) | $13,000 |
SWERDLIN & COMPANY5+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 · EIN 45-1256287 | Contract Administrator | $10,647 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $1,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,894 | $40,174+9.3% | $84,015-47.8% | $67,579-35.0% |
| Participation rate | 32.4% | 62.7%-30.3pp | 69.0%-36.6pp | 71.3%-38.9pp |
| Annual return | 24.88% | 25.82%-0.9pp | 71.31%-46.4pp | 378.56%-353.7pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,966 | $2,301-14.6% | $3,239-39.3% | $3,539-44.5% |
| Admin fee / account holder | $144 | $128+12.6% | $6,101-97.6% | $142+1.5% |