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 | $53,005 |
LABRUM WEALTH MANAGEMENT2+ years Service code 27 6128 INNOVATION WAY · CARLSBAD, CA 92009 | Advisory (Plan) | $19,927 |
GELMAN LLP2+ years Service code 10 1940 E 17TH STREET · SANTA ANA, CA 92705 | Accounting | $19,500 |
Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2125 OAK GROVE ROAD · WALNUT CREEK, CA 94598 | Contract Administrator | $13,198 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,073 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,042 | $52,884+26.8% | $84,750-20.9% | $55,167+21.5% |
| Participation rate | 91.5% | 67.5%+24.0pp | 76.6%+14.9pp | 69.0%+22.5pp |
| Annual return | 7.89% | 18.03%-10.1pp | 22.78%-14.9pp | 169.23%-161.3pp |
| Employer contribution / active EE | $11,556 | $2,233+417.4% | $3,574+223.3% | $1,963+488.8% |
| Participant deferral / active EE | $2,732 | $2,644+3.3% | $3,712-26.4% | $3,054-10.6% |
| Admin fee / account holder | $419 | $581-27.9% | $5,332-92.1% | $504-16.9% |