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 | $21,681 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $16,925 |
ARNETT CARBIS TOOTHMAN LLP2 years Filed as: ARNETT CARBIS TOOTHMAN LLP DBA WALK Service code 10 101 WASHINGTON ST E · CHARLESTON, WV 25301 | Accounting | $8,200 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,762 | $137,414+21.4% | $189,513-12.0% | $85,850+94.2% |
| Participation rate | 76.4% | 84.6%-8.2pp | 87.8%-11.4pp | 69.3%+7.1pp |
| Annual return | 13.22% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,200 | $4,344-72.4% | $6,162-80.5% | $2,565-53.2% |
| Participant deferral / active EE | $3,652 | $6,260-41.7% | $8,221-55.6% | $3,952-7.6% |
| Admin fee / account holder | $561 | $8,630-93.5% | $12,045-95.3% | $6,260-91.0% |