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 8-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 | $64,692 |
PENTEGRA SERVICES, INC.1 year Service code 13 5350 SEVENTY-SEVEN CENTER DR. · CHARLOTTE, NC 28217 | Contract Administrator | $47,965 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST. LOUIS, MO 63179 | Accounting | $26,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,593 | $93,131-28.5% | $106,548-37.5% | $86,799-23.3% |
| Participation rate | 63.2% | 81.4%-18.2pp | 76.1%-12.9pp | 72.3%-9.1pp |
| Annual return | 17.48% | 19.45%-2.0pp | 26.80%-9.3pp | 97.91%-80.4pp |
| Employer contribution / active EE | $1,817 | $2,895-37.3% | $2,819-35.6% | $2,405-24.5% |
| Participant deferral / active EE | $2,826 | $4,708-40.0% | $4,398-35.8% | $4,131-31.6% |
| Admin fee / account holder | $232 | $145+60.0% | $7,407-96.9% | $170+36.9% |