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 BLAIR6+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $89,304 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,669 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,602 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,576 | $99,957+4.6% | $149,696-30.1% | $73,488+42.3% |
| Participation rate | 84.2% | 75.7%+8.5pp | 82.5%+1.8pp | 70.7%+13.6pp |
| Annual return | 15.67% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,496 | $3,191-53.1% | $4,644-67.8% | $2,270-34.1% |
| Participant deferral / active EE | $9,015 | $6,073+48.5% | $6,842+31.8% | $3,740+141.1% |
| Admin fee / account holder | $409 | $551-25.7% | $9,309-95.6% | $513-20.3% |