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 |
|---|---|---|
Filed as: ADMINISTRATOR PLANNING SERVICES Service code 13 110 OLD PADONIA RD STE 302 · COCKEYSVILLE, MD 21030 | Contract Administrator | $0 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
KIMBERLY C WALKER PC2 years Filed as: KIMBERLY F PALMISANO, CPA, PA Service code 10 P.O. BOX 164 · HUNT VALLEY, MD 21030 | Accounting | $0 |
RBC WEALTH MANAGEMENT5+ years Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,745 | $52,953+7.2% | $172,739-67.1% | $65,185-12.9% |
| Participation rate | 39.1% | 66.2%-27.1pp | 82.6%-43.6pp | 70.2%-31.1pp |
| Annual return | 22.50% | 30.12%-7.6pp | 802.84%-780.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $466 | $2,190-78.7% | $5,143-90.9% | $2,177-78.6% |
| Participant deferral / active EE | $1,771 | $2,471-28.3% | $5,198-65.9% | $3,514-49.6% |
| Admin fee / account holder | $113 | $472-76.2% | $13,954-99.2% | $847-86.7% |