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 6-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 |
|---|---|---|
BERKOWITZ POLLACK BRANT1+ years Filed as: BERKOWITZ POLLACK BRANT ADVISORS Service code 10 · EIN 59-2742314 200 S BISCAYNE BLVD 6TH FL · MIAMI, FL 33131 | Accounting | $52,416 |
SOLTIS INVESTMENT ADVISORS1+ years Service code 27 · EIN 27-3188744 20 NORTH MAIN · ST GEORGE, UT 84770 | Advisory (Plan) | $22,858 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,018 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP ROCKY MOUNTA Service code 13 · EIN 87-0364490 PO BOX 651366 · SALT LAKE CITY, UT 84165 | Contract Administrator | $7,650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $726 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Shareholder servicing fees; Securitie... | $125 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,997 | $46,423-16.0% | $75,886-48.6% | $67,579-42.3% |
| Participation rate | 36.6% | 63.1%-26.5pp | 69.3%-32.7pp | 71.3%-34.7pp |
| Annual return | 15.67% | 32.29%-16.6pp | 30.76%-15.1pp | 378.56%-362.9pp |
| Employer contribution / active EE | $427 | $1,406-69.6% | $2,500-82.9% | $2,148-80.1% |
| Participant deferral / active EE | $1,236 | $2,564-51.8% | $3,603-65.7% | $3,539-65.1% |
| Admin fee / account holder | $403 | $132+205.8% | $5,418-92.6% | $142+183.2% |