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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $63,755 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,826 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $6,723 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,272 | $64,909+122.3% | $82,313+75.3% | $62,292+131.6% |
| Participation rate | 88.4% | 74.9%+13.5pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | 21.45% | 21.18%+0.3pp | 25.88%-4.4pp | 28.90%-7.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,368 | $3,103+234.1% | $3,706+179.8% | $3,169+227.2% |
| Admin fee / account holder | $595 | $440+35.4% | $5,608-89.4% | $479+24.2% |