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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $104,003 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,890 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $214 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $344,641 | $82,093+319.8% | $379,746-9.2% | $73,409+369.5% |
| Participation rate | 97.4% | 76.8%+20.6pp | 78.4%+19.0pp | 72.2%+25.2pp |
| Annual return | 17.47% | 18.89%-1.4pp | 34.90%-17.4pp | 59.29%-41.8pp |
| Employer contribution / active EE | $3,274 | $2,847+15.0% | $3,540-7.5% | $2,234+46.6% |
| Participant deferral / active EE | $11,011 | $4,697+134.4% | $6,024+82.8% | $3,805+189.3% |
| Admin fee / account holder | $240 | $128+88.2% | $7,927-97.0% | $158+52.2% |