See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $20,093 |
CAPFINANCIAL PARTNERS LLC6+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $8,077 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $4,253 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $3,592 |
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 | $32,683 | $70,908-53.9% | $98,907-67.0% | $73,488-55.5% |
| Participation rate | 83.3% | 73.8%+9.6pp | 76.0%+7.3pp | 70.7%+12.7pp |
| Annual return | 14.26% | 34.17%-19.9pp | 196.43%-182.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $585 | $2,036-71.3% | $2,689-78.2% | $2,270-74.2% |
| Participant deferral / active EE | $3,179 | $3,500-9.2% | $4,244-25.1% | $3,740-15.0% |
| Admin fee / account holder | $209 | $535-60.9% | $6,642-96.9% | $513-59.2% |