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 | $37,362 |
LINSCO/PRIVATE LEDGER CORP4+ years Service code 55 | Other Commissions | $24,369 |
RETIREWELL ADMINISTRATORS2 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 13 1002 LINCOLN DRIVE W, SUITE H · MARLTON, NJ 08053 | Contract Administrator | $9,726 |
UNITED RETIREMENT INC2 years Filed as: UNITED RETIREMENT Service code 13 PO BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $433 |
LINSCO/PRIVATE LEDGER CORP2 years Filed as: LINSCO/PRIVATE LEDGE CORP Service code 55 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
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.)
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 | $42,989 | $46,722-8.0% | $130,648-67.1% | $65,185-34.1% |
| Participation rate | 53.9% | 60.9%-7.0pp | 71.7%-17.8pp | 70.2%-16.3pp |
| Annual return | 22.66% | 24.17%-1.5pp | 1708.96%-1686.3pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,401 | $1,488-5.8% | $4,092-65.8% | $2,177-35.6% |
| Participant deferral / active EE | $2,675 | $2,545+5.1% | $3,603-25.7% | $3,514-23.9% |
| Admin fee / account holder | $331 | $453-26.8% | $5,464-93.9% | $847-60.9% |