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 | $52,131 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $14,778 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,996 | $64,286-45.6% | $90,951-61.5% | $73,409-52.3% |
| Participation rate | 70.8% | 63.6%+7.2pp | 69.0%+1.8pp | 72.2%-1.4pp |
| Annual return | 17.62% | 21.45%-3.8pp | 134.60%-117.0pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,062 | $895+18.8% | $2,122-49.9% | $2,234-52.4% |
| Participant deferral / active EE | $3,628 | $2,453+47.9% | $3,373+7.6% | $3,805-4.7% |
| Admin fee / account holder | $140 | $287-51.4% | $5,959-97.7% | $158-11.6% |