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 | $28,752 |
Service code 59 4 WORLD VESEY STREET · 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,461 | $73,638+67.7% | $108,410+13.9% | $79,386+55.5% |
| Participation rate | 83.1% | 77.4%+5.8pp | 80.1%+3.0pp | 70.7%+12.4pp |
| Annual return | 15.51% | 33.27%-17.8pp | 905.27%-889.8pp | 116.85%-101.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,146 | $6,218-17.2% | $6,563-21.6% | $4,046+27.2% |
| Admin fee / account holder | $180 | $638-71.8% | $7,295-97.5% | $626-71.3% |