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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,870 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $12,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,754 | $87,125+22.5% | $108,410-1.5% | $86,799+23.0% |
| Participation rate | 56.5% | 80.5%-24.1pp | 80.1%-23.7pp | 72.3%-15.8pp |
| Annual return | 14.46% | 25.21%-10.8pp | 905.27%-890.8pp | 97.91%-83.4pp |
| Employer contribution / active EE | $1,328 | $2,477-46.4% | $3,558-62.7% | $2,405-44.8% |
| Participant deferral / active EE | $5,269 | $6,944-24.1% | $6,563-19.7% | $4,131+27.5% |
| Admin fee / account holder | $22 | $130-82.9% | $7,295-99.7% | $170-86.9% |