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 | $58,149 |
Service code 27 51 KILMAYNE DR · CARY, NC 27511 | Advisory (Plan) | $36,000 |
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 | $78,326 | $81,908-4.4% | $90,749-13.7% | $64,808+20.9% |
| Participation rate | 87.5% | 80.5%+7.1pp | 75.7%+11.8pp | 71.5%+16.1pp |
| Annual return | -14.17% | -12.53%-1.6pp | -12.16%-2.0pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,372 | $3,065-55.2% | $2,921-53.0% | $2,506-45.3% |
| Participant deferral / active EE | $2,895 | $4,840-40.2% | $4,564-36.6% | $4,310-32.8% |
| Admin fee / account holder | $196 | $157+24.8% | $8,445-97.7% | $188+4.4% |