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 | $13,120 |
DUNCAN ACCOUNTING & TAX SERVICES3+ years Service code 37 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Loan Processing | $9,231 |
CENTAURUS FINANCIAL INC3+ years Filed as: CENTAURUS FINANCIAL INC. Service code 55 2300 E. KATELLA AVENUE · ANAHEIM, CA 92806 | Other Commissions | $0 |
Employer contribution per participant 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 | $35,706 | $51,466-30.6% | $78,778-54.7% | $62,292-42.7% |
| Participation rate | 72.1% | 59.8%+12.3pp | 69.2%+2.9pp | 69.5%+2.6pp |
| Annual return | 17.64% | 19.96%-2.3pp | 35.62%-18.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,692 | $2,147+71.9% | $2,958+24.8% | $3,169+16.5% |
| Admin fee / account holder | $102 | $489-79.2% | $5,134-98.0% | $479-78.7% |