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 27 111 E KILBOURN AVE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $34,995 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,748 |
Filed as: LEVEL FOUR ADVISORY SERVICES, LLC Service code 28 · EIN 11-3738689 | Investment Management | $4,911 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,921 | $54,762+396.5% | $90,281+201.2% | $72,985+272.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 0.88% | 30.63%-29.8pp | 78.10%-77.2pp | 81.00%-80.1pp |
| Employer contribution / active EE | $16,419 | $2,092+684.7% | $2,854+475.2% | $2,440+573.0% |
| Participant deferral / active EE | $4,494 | $2,887+55.7% | $3,885+15.7% | $3,607+24.6% |
| Admin fee / account holder | $437 | $3,972-89.0% | $5,351-91.8% | $5,124-91.5% |