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 | $97,161 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $57,661 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,047 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,990 | $73,404+119.3% | $87,100+84.8% | $67,579+138.2% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.9%+18.9pp | 71.3%+24.5pp |
| Annual return | 29.94% | 48.29%-18.3pp | 28.19%+1.8pp | 378.56%-348.6pp |
| Employer contribution / active EE | $7,016 | $2,014+248.4% | $2,521+178.3% | $2,148+226.7% |
| Participant deferral / active EE | $6,347 | $3,913+62.2% | $4,049+56.8% | $3,539+79.3% |
| Admin fee / account holder | $424 | $142+199.1% | $7,497-94.4% | $142+197.7% |