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 | $19,241 |
Service code 55 2001 ROUTE 46 STE 506 · PARSIPPANY, NJ 07054 | Other Commissions | $18,405 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,811 | $80,753-54.4% | $136,294-73.0% | $62,292-40.9% |
| Participation rate | 93.6% | 73.5%+20.0pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 25.50% | 35.83%-10.3pp | 5155.94%-5130.4pp | 28.90%-3.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,667 | $5,164+67.8% | $6,247+38.7% | $3,169+173.5% |
| Admin fee / account holder | $145 | $525-72.5% | $9,243-98.4% | $479-69.8% |