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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $356,028 |
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP INC Service code 27 222 ROSEWOOD DR 11TH FL · DANVERS, MA 01923 | Advisory (Plan) | $116,056 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,753 |
BDO USA, LLP2 years Service code 10 PO BOX 642743 PITTSBURGH PA · PITTSBURGH, PA 152642743 | Accounting | $4,500 |
BAKER & HOSTETLER LLP3+ years Service code 29 1900 EAST 9TH STREET STE 3200 · CLEVELAND, OH 441143485 | Legal | $1,750 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $54,275 | $96,458-43.7% | $136,294-60.2% | $77,958-30.4% |
| Participation rate | 92.2% | 75.4%+16.8pp | 81.9%+10.3pp | 71.6%+20.6pp |
| Annual return | 17.80% | 23.78%-6.0pp | 5155.94%-5138.1pp | 20.87%-3.1pp |
| Employer contribution / active EE | $1,114 | $3,144-64.6% | $4,695-76.3% | $2,310-51.8% |
| Participant deferral / active EE | $3,538 | $5,902-40.1% | $6,247-43.4% | $3,5370% |
| Admin fee / account holder | $119 | $80+47.9% | $9,243-98.7% | $97+22.2% |