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 | $29,503 |
Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $20,143 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,947 | $58,655-33.6% | $91,989-57.7% | $65,185-40.3% |
| Participation rate | 88.0% | 75.3%+12.8pp | 78.6%+9.4pp | 70.2%+17.8pp |
| Annual return | 29.80% | 33.92%-4.1pp | 69.02%-39.2pp | 29.38%+0.4pp |
| Employer contribution / active EE | $909 | $2,080-56.3% | $3,452-73.7% | $2,177-58.2% |
| Participant deferral / active EE | $10,932 | $5,474+99.7% | $5,923+84.6% | $3,514+211.1% |
| Admin fee / account holder | $223 | $434-48.7% | $7,743-97.1% | $847-73.7% |