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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $64,887 |
Service code 27 51 KILMAYNE DR STE 304 · CARY, NC 27511 | Advisory (Plan) | $35,995 |
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 | $96,462 | $93,131+3.6% | $106,548-9.5% | $86,799+11.1% |
| Participation rate | 84.2% | 81.4%+2.7pp | 76.1%+8.0pp | 72.3%+11.9pp |
| Annual return | 12.34% | 19.45%-7.1pp | 26.80%-14.5pp | 97.91%-85.6pp |
| Employer contribution / active EE | $834 | $2,895-71.2% | $2,819-70.4% | $2,405-65.3% |
| Participant deferral / active EE | $2,937 | $4,708-37.6% | $4,398-33.2% | $4,131-28.9% |
| Admin fee / account holder | $214 | $145+47.6% | $7,407-97.1% | $170+26.3% |