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 | $42,002 |
APW CAPITAL INC2 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, ND 07866 | Other Commissions | $29,023 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,309 |
BDG-CPAS3 years Service code 10 76 N WALNUT ST · RIDGEWOOD, NJ 07450 | Accounting | $3,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,066 | $89,652+3.8% | $141,162-34.1% | $65,185+42.8% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.5%-18.0pp | 70.2%-5.7pp |
| Annual return | 81.56% | 32.79%+48.8pp | 71.39%+10.2pp | 29.38%+52.2pp |
| Employer contribution / active EE | $205 | $3,065-93.3% | $4,735-95.7% | $2,177-90.6% |
| Participant deferral / active EE | $6,868 | $5,691+20.7% | $6,709+2.4% | $3,514+95.5% |
| Admin fee / account holder | $326 | $569-42.6% | $10,261-96.8% | $847-61.5% |