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 | $13,497 |
ZABARSKY & ASSOCIATES, LLC2 years Service code 13 17074 RACCOON TRAIL · STRONGSVILLE, OH 44136 | Contract Administrator | $6,594 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,596 | $77,660+90.1% | $109,143+35.2% | $79,386+85.9% |
| Participation rate | 97.2% | 67.8%+29.4pp | 75.9%+21.3pp | 70.7%+26.5pp |
| Annual return | 11.26% | 23.44%-12.2pp | 25.75%-14.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,003 | $2,797-64.1% | $3,722-73.1% | $2,427-58.7% |
| Participant deferral / active EE | $6,657 | $3,518+89.3% | $4,653+43.1% | $4,046+64.6% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |