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 | $93,080 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,082 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $7 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $359,773 | $111,491+222.7% | $189,513+89.8% | $86,799+314.5% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.8%+10.9pp | 72.3%+26.4pp |
| Annual return | 15.43% | 83.50%-68.1pp | 555.15%-539.7pp | 97.91%-82.5pp |
| Employer contribution / active EE | $15,512 | $3,951+292.6% | $6,162+151.8% | $2,405+544.9% |
| Participant deferral / active EE | $12,096 | $6,437+87.9% | $8,221+47.1% | $4,131+192.8% |
| Admin fee / account holder | $256 | $189+35.5% | $12,045-97.9% | $170+50.9% |