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 6-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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,190 |
WOODBURY FINANCIAL SERVICES1+ years Service code 55 5665 PLAZA DR. STE 350 · CYPRESS, CA 90630 | Other Commissions | $19,329 |
HALLMARK CAPITAL MANAGEMENT, INC1+ years Filed as: HALLMARK BUILDING SUPPLIES, INC. Service code 99 901 NORTHVIEW RD STE 100 · WAUKESHA, WI 53188 | Other Fees | $15,000 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $10,408 |
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 | $67,971 | $81,474-16.6% | $133,956-49.3% | $73,488-7.5% |
| Participation rate | 95.3% | 76.4%+18.9pp | 79.8%+15.4pp | 70.7%+24.6pp |
| Annual return | 0.00% | 19.40%-19.4pp | 45.09%-45.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,032 | $2,209-53.3% | $3,919-73.7% | $2,270-54.5% |
| Participant deferral / active EE | $5,043 | $3,786+33.2% | $5,048-0.1% | $3,740+34.9% |
| Admin fee / account holder | $341 | $713-52.1% | $8,927-96.2% | $513-33.5% |