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 | $35,639 |
R-TECH CONSULTANTS, INC.4 years Filed as: R-TECH ADVISORS, INC. Service code 27 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $23,956 |
R-TECH CONSULTANTS, INC.4 years Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $11,981 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,118 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,068 | $53,901+26.3% | $134,143-49.3% | $73,488-7.4% |
| Participation rate | 61.8% | 62.8%-1.0pp | 72.2%-10.4pp | 70.7%-8.9pp |
| Annual return | 15.51% | 15.82%-0.3pp | 36.33%-20.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $2,805 | $1,458+92.3% | $3,704-24.3% | $2,270+23.5% |
| Participant deferral / active EE | $5,765 | $2,739+110.5% | $3,499+64.8% | $3,740+54.2% |
| Admin fee / account holder | $447 | $581-23.0% | $6,684-93.3% | $513-12.9% |