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 | $34,511 |
Service code 27 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Advisory (Plan) | $25,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $27,518 | $52,670-47.8% | $90,404-69.6% | $73,409-62.5% |
| Participation rate | 38.9% | 67.7%-28.8pp | 72.7%-33.8pp | 72.2%-33.3pp |
| Annual return | 9.69% | 20.70%-11.0pp | 1293.02%-1283.3pp | 59.29%-49.6pp |
| Employer contribution / active EE | $193 | $1,872-89.7% | $3,262-94.1% | $2,234-91.4% |
| Participant deferral / active EE | $1,114 | $2,807-60.3% | $3,963-71.9% | $3,805-70.7% |
| Admin fee / account holder | $147 | $117+26.3% | $5,611-97.4% | $158-6.6% |