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 |
|---|---|---|
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $78,248 |
CARON & BLETZER, PLLC2 years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $8,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,332 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,547 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,275 | $52,953+55.4% | $172,739-52.4% | $65,185+26.2% |
| Participation rate | 91.0% | 66.2%+24.8pp | 82.6%+8.3pp | 70.2%+20.8pp |
| Annual return | 17.35% | 30.12%-12.8pp | 802.84%-785.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $1,818 | $2,190-17.0% | $5,143-64.7% | $2,177-16.5% |
| Participant deferral / active EE | $4,708 | $2,471+90.6% | $5,198-9.4% | $3,514+34.0% |
| Admin fee / account holder | $332 | $472-29.7% | $13,954-97.6% | $847-60.8% |