See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JADEE TILCHIN INVESTMENT PARTNERS Service code 27 15350 N. FLORIDA AVE · TAMPA, FL 33613 | Advisory (Plan) | $34,620 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,153 |
BENEFIT SOLUTIONS, ETC.6 years Filed as: BENEFIT SOLUTIONS, ETC. LTD. Service code 13 2312 FAR HILLS AVE, SUITE 144 · DAYTON, OH 45419 | Contract Administrator | $22,150 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,494 |
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 | $38,187 | $28,956+31.9% | $71,735-46.8% | $64,808-41.1% |
| Participation rate | 93.8% | 65.2%+28.6pp | 62.3%+31.5pp | 71.5%+22.3pp |
| Annual return | -15.43% | -7.39%-8.0pp | 9.14%-24.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,113 | $1,159-4.0% | $1,704-34.7% | $2,506-55.6% |
| Participant deferral / active EE | $4,770 | $2,686+77.6% | $2,658+79.5% | $4,310+10.7% |
| Admin fee / account holder | $83 | $124-33.1% | $3,974-97.9% | $188-55.7% |