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 | $42,059 |
CAPSOUTH PARTNERS4 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $34,357 |
SMITH, DUKES & BUCKALEW, LLP4 years Filed as: SMITH, DUKES & BUCKALEW LLP Service code 10 3800 AIRPORT BLVD STE 101 · MOBILE, AL 36608 | Accounting | $9,500 |
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 | $33,821 | $69,159-51.1% | $125,175-73.0% | $67,579-50.0% |
| Participation rate | 95.5% | 78.2%+17.3pp | 79.8%+15.7pp | 71.3%+24.2pp |
| Annual return | 19.28% | 27.12%-7.8pp | 43.79%-24.5pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,063 | $2,023-47.5% | $3,865-72.5% | $2,148-50.5% |
| Participant deferral / active EE | $2,817 | $3,700-23.8% | $4,937-42.9% | $3,539-20.4% |
| Admin fee / account holder | $184 | $142+30.1% | $9,702-98.1% | $142+29.6% |