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 | $127,963 |
Service code 27 27 GARDEN STREET, SUITE 1A · DANVERS, MA 01923 | Advisory (Plan) | $40,250 |
BAKER NEWMAN NOYES2 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 PO BOX 507 · PORTLAND, ME 041120507 | Accounting | $14,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,343 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $2,700 |
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 | $163,365 | $144,996+12.7% | $111,297+46.8% | $93,030+75.6% |
| Participation rate | 84.0% | 86.2%-2.1pp | 77.3%+6.7pp | 73.9%+10.1pp |
| Annual return | 14.44% | 18.26%-3.8pp | 54.65%-40.2pp | 158.70%-144.3pp |
| Employer contribution / active EE | $3,222 | $3,056+5.4% | $2,731+18.0% | $2,706+19.1% |
| Participant deferral / active EE | $6,950 | $5,587+24.4% | $4,487+54.9% | $4,562+52.3% |
| Admin fee / account holder | $156 | $103+50.7% | $7,964-98.0% | $152+2.8% |