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 | $57,352 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,509 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
TD AMERITRADE, INC.6+ years Service code 33 200 S 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $97 |
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 | $313,586 | $111,608+181.0% | $177,821+76.3% | $73,409+327.2% |
| Participation rate | 99.3% | 87.9%+11.5pp | 87.7%+11.6pp | 72.2%+27.2pp |
| Annual return | 14.90% | 18.23%-3.3pp | 48.32%-33.4pp | 59.29%-44.4pp |
| Employer contribution / active EE | $14,934 | $3,796+293.4% | $5,918+152.3% | $2,234+568.6% |
| Participant deferral / active EE | $11,243 | $6,199+81.4% | $7,714+45.7% | $3,805+195.4% |
| Admin fee / account holder | $166 | $166+0.3% | $12,427-98.7% | $158+5.2% |