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 | $66,670 |
ROBERTS & HOLLAND3 years Filed as: ROBERTS SINTO CORPORATION Service code 99 3001 W MAIN ST · LANSING, MI 48917 | Other Fees | $59,380 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $34,186 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $9,800 |
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 | $88,420 | $73,638+20.1% | $95,952-7.8% | $73,488+20.3% |
| Participation rate | 93.9% | 76.2%+17.7pp | 77.1%+16.8pp | 70.7%+23.2pp |
| Annual return | 13.69% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,446 | $1,863-22.4% | $2,541-43.1% | $2,270-36.3% |
| Participant deferral / active EE | $4,726 | $3,617+30.7% | $4,167+13.4% | $3,740+26.4% |
| Admin fee / account holder | $756 | $482+56.8% | $6,795-88.9% | $513+47.3% |