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 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,272 |
L M KOHN & COMPANY2 years Service code 55 10151 CARVER RD., STE. 100 · CINCINNATI, OH 45242 | Other Commissions | $12,023 |
PARADIGM BENEFITS LLC2 years Service code 13 300 E. BREMER AVE., STE. 220 · WAVERLY, IA 50677 | Contract Administrator | $6,263 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,058 | $80,753-23.2% | $136,294-54.5% | $62,292-0.4% |
| Participation rate | 70.7% | 73.5%-2.8pp | 81.9%-11.2pp | 69.5%+1.2pp |
| Annual return | 35.44% | 35.83%-0.4pp | 5155.94%-5120.5pp | 28.90%+6.5pp |
| Employer contribution / active EE | $1,812 | $2,884-37.2% | $4,695-61.4% | $2,042-11.3% |
| Participant deferral / active EE | $3,260 | $5,164-36.9% | $6,247-47.8% | $3,169+2.9% |
| Admin fee / account holder | $156 | $525-70.3% | $9,243-98.3% | $479-67.4% |