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 | $20,733 |
PLEXUS FINANCIAL SERVICES, LLC3+ years Filed as: PLEXUS FINANCIAL SERVICES LLC Service code 55 21805 FIELD PARKWAY #300 · DEER PARK, IL 60010 | Other Commissions | $6,625 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $352 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,140 | $71,192-39.4% | $117,854-63.4% | $62,292-30.7% |
| Participation rate | 87.7% | 74.2%+13.4pp | 79.7%+8.0pp | 69.5%+18.1pp |
| Annual return | 15.34% | 18.66%-3.3pp | 335.08%-319.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,753 | $1,934-9.3% | $3,786-53.7% | $2,042-14.2% |
| Participant deferral / active EE | $5,004 | $3,189+56.9% | $4,482+11.7% | $3,169+57.9% |
| Admin fee / account holder | $132 | $587-77.6% | $8,020-98.4% | $479-72.5% |