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 9-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 |
|---|---|---|
VEERY CAPITAL1 year Service code 27 1 AVENUE OF THE ARTS · WILMINGTON, DE 19801 | Advisory (Plan) | $25,749 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,947 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,800 | $59,263-12.6% | $96,562-46.4% | $79,386-34.7% |
| Participation rate | 88.7% | 61.9%+26.8pp | 69.8%+18.9pp | 70.7%+18.0pp |
| Annual return | 12.65% | 27.07%-14.4pp | 37.78%-25.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,783 | $2,948+28.3% | $3,849-1.7% | $4,046-6.5% |
| Admin fee / account holder | $314 | $658-52.3% | $6,181-94.9% | $626-49.8% |