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 | $22,998 |
ALPHA PENSION GROUP, INC.5+ years Service code 27 396 COMMONWEALTH AV · BOSTON, MA 02215 | Advisory (Plan) | $13,000 |
SWERDLIN & COMPANY6+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 · EIN 45-1256287 | Contract Administrator | $11,070 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $3,079 |
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.
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 | $43,521 | $64,286-32.3% | $90,951-52.1% | $73,409-40.7% |
| Participation rate | 35.3% | 63.6%-28.3pp | 69.0%-33.7pp | 72.2%-36.9pp |
| Annual return | 11.85% | 21.45%-9.6pp | 134.60%-122.7pp | 59.29%-47.4pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,108 | $2,453-14.1% | $3,373-37.5% | $3,805-44.6% |
| Admin fee / account holder | $152 | $287-47.2% | $5,959-97.5% | $158-3.9% |