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 | $20,393 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,165 |
Filed as: NATIONAL ADMINISTRATION INC Service code 13 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $6,305 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,168 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,612 | $78,672-43.3% | $109,143-59.1% | $85,850-48.0% |
| Participation rate | 95.7% | 68.3%+27.4pp | 75.9%+19.8pp | 69.3%+26.4pp |
| Annual return | 12.76% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $117 | $2,735-95.7% | $3,722-96.9% | $2,565-95.4% |
| Participant deferral / active EE | $2,340 | $3,467-32.5% | $4,653-49.7% | $3,952-40.8% |
| Admin fee / account holder | $365 | $5,469-93.3% | $6,752-94.6% | $6,260-94.2% |