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 |
|---|---|---|
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $83,323 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65,422 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,403 | $88,122+9.4% | $141,162-31.7% | $67,579+42.7% |
| Participation rate | 76.2% | 76.5%-0.2pp | 82.5%-6.2pp | 71.3%+5.0pp |
| Annual return | 22.07% | 75.40%-53.3pp | 71.39%-49.3pp | 378.56%-356.5pp |
| Employer contribution / active EE | $1,364 | $3,224-57.7% | $4,735-71.2% | $2,148-36.5% |
| Participant deferral / active EE | $7,885 | $5,958+32.4% | $6,709+17.5% | $3,539+122.8% |
| Admin fee / account holder | $390 | $131+198.1% | $10,261-96.2% | $142+174.3% |