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 | $20,116 |
FIDUCIA GROUP LLC4 years Service code 27 100 W STATION SQ DR STE 615 · PITTSBURGH, PA 15219 | Advisory (Plan) | $15,000 |
HILL WARD HENDERSON3 years Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $7,750 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,950 |
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 | $92,968 | $54,590+70.3% | $81,930+13.5% | $73,488+26.5% |
| Participation rate | 78.9% | 68.3%+10.6pp | 72.0%+7.0pp | 70.7%+8.3pp |
| Annual return | 13.23% | 17.74%-4.5pp | 29.49%-16.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,877 | $1,636+75.9% | $4,310-33.2% | $2,270+26.7% |
| Participant deferral / active EE | $4,386 | $2,759+59.0% | $7,107-38.3% | $3,740+17.3% |
| Admin fee / account holder | $276 | $592-53.4% | $5,158-94.6% | $513-46.2% |