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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $171,303 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,150 |
Filed as: QDRO CONSULTANTS CO LLC Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $300 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $298 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,746 | $176,491-34.4% | $95,952+20.6% | $90,288+28.2% |
| Participation rate | 96.5% | 86.6%+10.0pp | 77.1%+19.5pp | 73.4%+23.2pp |
| Annual return | 17.78% | 20.14%-2.4pp | 91.61%-73.8pp | 53.97%-36.2pp |
| Employer contribution / active EE | $3,717 | $2,789+33.3% | $2,541+46.3% | $2,524+47.2% |
| Participant deferral / active EE | $7,701 | $5,340+44.2% | $4,167+84.8% | $4,232+82.0% |
| Admin fee / account holder | $85 | $154-44.9% | $6,795-98.8% | $114-25.6% |