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 | $26,693 |
Filed as: CARSON ADVISORY INC Service code 27 470 HILL ST · ATHENS, GA 30601 | Advisory (Plan) | $13,181 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $547 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,231 | $49,138+63.3% | $84,015-4.5% | $65,185+23.1% |
| Participation rate | 45.6% | 60.7%-15.1pp | 69.0%-23.4pp | 70.2%-24.6pp |
| Annual return | 22.36% | 23.00%-0.6pp | 71.31%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | -$1 | $914-100.1% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,508 | $2,397+4.6% | $3,239-22.6% | $3,514-28.6% |
| Admin fee / account holder | $439 | $543-19.1% | $6,101-92.8% | $847-48.1% |