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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,287 |
DUNCAN ACCOUNTING & TAX SERVICES1+ years Service code 37 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Loan Processing | $7,046 |
CENTAURUS FINANCIAL INC1+ years Filed as: CENTAURUS FINANCIAL INC. Service code 55 2300 E. KATELLA AVENUE · ANAHEIM, CA 92806 | Other Commissions | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,581 | $39,245-1.7% | $64,105-39.8% | $52,331-26.3% |
| Participation rate | 67.9% | 58.2%+9.7pp | 68.2%-0.3pp | 68.1%-0.2pp |
| Annual return | -2.59% | 14.79%-17.4pp | 791.24%-793.8pp | 4.54%-7.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,748 | $1,992+88.2% | $2,822+32.8% | $3,022+24.0% |
| Admin fee / account holder | $118 | $592-80.1% | $4,499-97.4% | $592-80.1% |