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 | $49,913 |
KAMINSKY AND ASSOCIATES6 years Service code 27 2340 DETROIT AVENUE 3RD FLOOR · MAUMEE, OH 43537 | Advisory (Plan) | $20,314 |
Filed as: SIGMA PLANNING CORPORATION Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $16,269 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $13,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,961 | $86,225+3.2% | $146,665-39.3% | $86,799+2.5% |
| Participation rate | 63.9% | 78.0%-14.1pp | 80.1%-16.1pp | 72.3%-8.4pp |
| Annual return | 16.93% | 31.23%-14.3pp | 22.74%-5.8pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,334 | $2,392-44.2% | $4,136-67.8% | $2,405-44.5% |
| Participant deferral / active EE | $4,934 | $4,245+16.2% | $5,506-10.4% | $4,131+19.4% |
| Admin fee / account holder | $384 | $195+96.7% | $10,280-96.3% | $170+126.5% |