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 | $47,679 |
APW CAPITAL INC3 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $32,705 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,614 |
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 | $94,850 | $99,957-5.1% | $149,696-36.6% | $73,488+29.1% |
| Participation rate | 72.3% | 75.7%-3.4pp | 82.5%-10.2pp | 70.7%+1.6pp |
| Annual return | 15.17% | 53.87%-38.7pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $587 | $3,191-81.6% | $4,644-87.4% | $2,270-74.2% |
| Participant deferral / active EE | $7,555 | $6,073+24.4% | $6,842+10.4% | $3,740+102.0% |
| Admin fee / account holder | $319 | $551-42.1% | $9,309-96.6% | $513-37.8% |