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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $48,207 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS INC Service code 17 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Pension Consulting | $26,877 |
ADP BROKER-DEALER1+ years Filed as: PENSION CONSULTANTS, INC. Service code 17 | Pension Consulting | $5,890 |
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.)
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 | $88,169 | $72,177+22.2% | $115,037-23.4% | $59,632+47.9% |
| Participation rate | 72.3% | 72.6%-0.3pp | 81.4%-9.1pp | 68.7%+3.6pp |
| Annual return | 0.36% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $440 | $2,841-84.5% | $4,608-90.5% | $2,203-80.0% |
| Participant deferral / active EE | $4,143 | $4,783-13.4% | $6,026-31.2% | $3,192+29.8% |
| Admin fee / account holder | $878 | $4,927-82.2% | $8,175-89.3% | $4,297-79.6% |