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 27 16090 SWINGLEY RIDGE ROAD STE 400 · CHESTERFIELD, MO 63017 | Advisory (Plan) | $42,111 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,000 |
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 | $88,204 | $73,102+20.7% | $123,544-28.6% | $56,287+56.7% |
| Participation rate | 83.8% | 74.3%+9.5pp | 82.3%+1.5pp | 69.9%+14.0pp |
| Annual return | -5.80% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,630 | $2,977-45.3% | $4,628-64.8% | $2,111-22.8% |
| Participant deferral / active EE | $2,852 | $5,423-47.4% | $6,426-55.6% | $3,350-14.9% |
| Admin fee / account holder | $310 | $554-44.0% | $9,284-96.7% | $521-40.5% |