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 | $17,309 |
Service code 59 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $95,539 | $58,655+62.9% | $91,989+3.9% | $65,185+46.6% |
| Participation rate | 82.7% | 75.3%+7.5pp | 78.6%+4.1pp | 70.2%+12.5pp |
| Annual return | 21.00% | 33.92%-12.9pp | 69.02%-48.0pp | 29.38%-8.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,823 | $5,474-11.9% | $5,923-18.6% | $3,514+37.2% |
| Admin fee / account holder | $110 | $434-74.6% | $7,743-98.6% | $847-87.0% |