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 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,668 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $39,366 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,222 |
Service code 13 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,230 | $58,290+8.5% | $98,442-35.8% | $86,799-27.2% |
| Participation rate | 72.3% | 68.3%+4.0pp | 73.3%-1.0pp | 72.3%0pp |
| Annual return | 18.83% | 43.48%-24.7pp | 1492.73%-1473.9pp | 97.91%-79.1pp |
| Employer contribution / active EE | $3,500 | $2,008+74.3% | $2,960+18.3% | $2,405+45.5% |
| Participant deferral / active EE | $6,445 | $3,152+104.5% | $4,276+50.7% | $4,131+56.0% |
| Admin fee / account holder | $282 | $138+104.8% | $5,949-95.3% | $170+66.4% |