See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,632 |
LINSCO/PRIVATE LEDGER CORP6+ years Service code 55 | Other Commissions | $25,722 |
RETIREWELL ADMINISTRATORS4 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 13 1002 LINCOLN DRIVE W, SUITE H · MARLTON, NJ 08053 | Contract Administrator | $12,247 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,295 |
LINSCO/PRIVATE LEDGER CORP4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,075 | $58,694+2.4% | $142,863-57.9% | $85,850-30.0% |
| Participation rate | 66.3% | 58.5%+7.8pp | 71.9%-5.7pp | 69.3%-3.1pp |
| Annual return | 14.55% | 27.72%-13.2pp | 5637.54%-5623.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,579 | $1,423+11.0% | $4,144-61.9% | $2,565-38.4% |
| Participant deferral / active EE | $3,917 | $2,607+50.2% | $3,837+2.1% | $3,952-0.9% |
| Admin fee / account holder | $468 | $4,239-89.0% | $6,560-92.9% | $6,260-92.5% |