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 | $15,966 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $13 |
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 | $33,482 | $66,601-49.7% | $92,893-64.0% | $67,579-50.5% |
| Participation rate | 90.0% | 72.5%+17.5pp | 76.0%+14.0pp | 71.3%+18.7pp |
| Annual return | 26.92% | 92.58%-65.7pp | 109.41%-82.5pp | 378.56%-351.6pp |
| Employer contribution / active EE | $3,153 | $2,775+13.6% | $3,653-13.7% | $2,148+46.8% |
| Participant deferral / active EE | $5,519 | $3,157+74.8% | $4,236+30.3% | $3,539+55.9% |
| Admin fee / account holder | $26 | $199-86.9% | $5,794-99.6% | $142-81.7% |