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 4-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 | $30,632 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN PENSION SERVICES, LLC. Service code 13 2454 N. MCMULLEN BOOTH ROAD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $9,181 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC. Service code 99 4860 COLLEGE BLVD. STE 100 · LEAWOOD, KS 66211 | Other Fees | $3,622 |
Filed as: ADVISED ASSETS GROUP, LLC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,224 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 1 NEW YORK PLAZA 12 FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,990 | $110,094-61.0% | $151,611-71.6% | $68,494-37.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -17.51% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $762 | $4,471-83.0% | $6,166-87.6% | $2,596-70.7% |
| Participant deferral / active EE | $1,412 | $6,527-78.4% | $8,363-83.1% | $4,027-65.0% |
| Admin fee / account holder | $4,195 | $7,719-45.7% | $11,616-63.9% | $5,403-22.4% |