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 9-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 | $47,204 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $18,962 |
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 | $14,647 | $65,061-77.5% | $143,757-89.8% | $66,914-78.1% |
| Participation rate | 99.0% | 65.2%+33.8pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -12.24% | -11.14%-1.1pp | -0.04%-12.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,581 | $2,361-33.0% | $4,951-68.1% | $2,544-37.9% |
| Participant deferral / active EE | $1,697 | $2,919-41.8% | $5,637-69.9% | $4,237-59.9% |
| Admin fee / account holder | $172 | $502-65.8% | $14,673-98.8% | $593-71.0% |