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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,319 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $52,573 |
Filed as: ATLANTA CONSULTING GROUP Service code 27 309 E PACES FERRY RD STE 600 · ATLANTA, GA 30305 | Advisory (Plan) | $13,588 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,187 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,336 | $78,419-19.2% | $133,956-52.7% | $73,409-13.7% |
| Participation rate | 96.9% | 78.6%+18.3pp | 79.8%+17.0pp | 72.2%+24.7pp |
| Annual return | 12.23% | 33.35%-21.1pp | 45.09%-32.9pp | 59.29%-47.1pp |
| Employer contribution / active EE | $2,390 | $2,044+16.9% | $3,919-39.0% | $2,234+7.0% |
| Participant deferral / active EE | $4,071 | $3,925+3.7% | $5,048-19.3% | $3,805+7.0% |
| Admin fee / account holder | $253 | $161+56.6% | $8,927-97.2% | $158+60.1% |