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 | $55,946 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $37,394 |
ROBERTS & HOLLAND1 year Filed as: ROBERTS SINTO CORPORATION Service code 99 3001 W MAIN ST · LANSING, MI 48917 | Other Fees | $24,218 |
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 | $66,233 | $59,186+11.9% | $76,768-13.7% | $56,287+17.7% |
| Participation rate | 89.6% | 75.2%+14.4pp | 77.0%+12.6pp | 69.9%+19.7pp |
| Annual return | -3.24% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,609 | $1,759-8.5% | $2,485-35.2% | $2,111-23.8% |
| Participant deferral / active EE | $4,596 | $3,255+41.2% | $3,852+19.3% | $3,350+37.2% |
| Admin fee / account holder | $452 | $489-7.6% | $6,675-93.2% | $521-13.2% |