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 | $38,861 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $11,551 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $1,811 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $1,132 |
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 | $31,792 | $40,174-20.9% | $84,015-62.2% | $67,579-53.0% |
| Participation rate | 83.2% | 62.7%+20.5pp | 69.0%+14.2pp | 71.3%+11.9pp |
| Annual return | 24.94% | 25.82%-0.9pp | 71.31%-46.4pp | 378.56%-353.6pp |
| Employer contribution / active EE | $378 | $808-53.1% | $1,983-80.9% | $2,148-82.4% |
| Participant deferral / active EE | $2,745 | $2,301+19.3% | $3,239-15.2% | $3,539-22.4% |
| Admin fee / account holder | $119 | $128-7.3% | $6,101-98.1% | $142-16.4% |