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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,047 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $12,840 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,037 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $161 |
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 | $100,629 | $85,135+18.2% | $98,907+1.7% | $73,409+37.1% |
| Participation rate | 96.2% | 81.1%+15.1pp | 76.0%+20.2pp | 72.2%+24.1pp |
| Annual return | 82.89% | 19.14%+63.8pp | 196.43%-113.5pp | 59.29%+23.6pp |
| Employer contribution / active EE | $4,600 | $2,721+69.1% | $2,689+71.1% | $2,234+105.9% |
| Participant deferral / active EE | $8,119 | $4,349+86.7% | $4,244+91.3% | $3,805+113.3% |
| Admin fee / account holder | $156 | $139+11.8% | $6,642-97.7% | $158-1.4% |