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 | $28,730 |
RBC WEALTH MANAGEMENT6+ years Service code 27 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $26,058 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,513 |
KIMBERLY C WALKER PC3 years Filed as: KIMBERLY F PALMISANO, CPA, PA Service code 10 P.O. BOX 164 · HUNT VALLEY, MD 21030 | Accounting | $10,500 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $72,196 | $58,879+22.6% | $178,490-59.6% | $73,488-1.8% |
| Participation rate | 50.9% | 66.2%-15.3pp | 81.9%-31.0pp | 70.7%-19.7pp |
| Annual return | 14.75% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $662 | $2,236-70.4% | $5,011-86.8% | $2,270-70.8% |
| Participant deferral / active EE | $2,640 | $2,567+2.8% | $5,202-49.3% | $3,740-29.4% |
| Admin fee / account holder | $162 | $400-59.5% | $13,984-98.8% | $513-68.4% |