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 27 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Advisory (Plan) | $28,874 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,882 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $18,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,139 | $84,936+34.4% | $111,297+2.6% | $79,386+43.8% |
| Participation rate | 99.0% | 75.9%+23.1pp | 77.3%+21.6pp | 70.7%+28.2pp |
| Annual return | 946.36% | 17.45%+928.9pp | 54.65%+891.7pp | 116.85%+829.5pp |
| Employer contribution / active EE | $1,524 | $1,979-23.0% | $2,731-44.2% | $2,427-37.2% |
| Participant deferral / active EE | $3,283 | $3,888-15.6% | $4,487-26.8% | $4,046-18.9% |
| Admin fee / account holder | $321 | $537-40.2% | $7,964-96.0% | $626-48.8% |