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 | $42,253 |
R-TECH CONSULTANTS, INC.2 years Filed as: R-TECH ADVISORS, INC. Service code 27 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $15,765 |
R-TECH CONSULTANTS, INC.1 year Filed as: R-TECH CONSULTATNS, INC. Service code 13 | Contract Administrator | $4,875 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,513 |
R-TECH CONSULTANTS, INC.2 years Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,691 | $44,221-1.2% | $121,196-63.9% | $56,287-22.4% |
| Participation rate | 64.7% | 61.1%+3.6pp | 71.7%-7.0pp | 69.9%-5.1pp |
| Annual return | -11.00% | -3.58%-7.4pp | 16.93%-27.9pp | -9.96%-1.0pp |
| Employer contribution / active EE | $3,334 | $1,480+125.3% | $4,022-17.1% | $2,111+57.9% |
| Participant deferral / active EE | $6,960 | $2,521+176.1% | $3,344+108.1% | $3,350+107.8% |
| Admin fee / account holder | $330 | $480-31.2% | $5,019-93.4% | $521-36.6% |