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 |
|---|---|---|
HILL WARD HENDERSON2 years Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $28,844 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,352 |
FIDUCIA GROUP LLC3 years Service code 27 100 W STATION SQ DR STE 615 · PITTSBURGH, PA 15219 | Advisory (Plan) | $11,667 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,410 | $50,666+13.3% | $76,817-25.3% | $65,185-11.9% |
| Participation rate | 61.2% | 68.8%-7.6pp | 72.1%-10.9pp | 70.2%-9.0pp |
| Annual return | 15.59% | 28.51%-12.9pp | 1166.11%-1150.5pp | 29.38%-13.8pp |
| Employer contribution / active EE | $979 | $1,575-37.8% | $2,302-57.5% | $2,177-55.0% |
| Participant deferral / active EE | $1,259 | $2,647-52.4% | $3,336-62.3% | $3,514-64.2% |
| Admin fee / account holder | $408 | $463-11.8% | $6,420-93.6% | $847-51.8% |