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 BLAIR7+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 222 W ADAMS ST · CHICAGO, IL 60606 | Advisory (Plan) | $109,435 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $77,497 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $117,986 | $104,475+12.9% | $159,436-26.0% | $79,386+48.6% |
| Participation rate | 85.8% | 76.6%+9.2pp | 82.8%+3.0pp | 70.7%+15.1pp |
| Annual return | 13.54% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,660 | $3,417-51.4% | $4,829-65.6% | $2,427-31.6% |
| Participant deferral / active EE | $9,905 | $6,467+53.2% | $7,352+34.7% | $4,046+144.8% |
| Admin fee / account holder | $471 | $711-33.8% | $10,799-95.6% | $626-24.8% |