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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,660 |
REGIONS BANK5+ years Service code 99 P O BOX 11007 · BIRMINGHAM, AL 35288 | Other Fees | $39,937 |
ACUFF & ASSOCIATES, INC.5+ years Service code 13 320 SEVEN SPRINGS WAY, SUITE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $6,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,523 | $82,093-43.3% | $379,746-87.7% | $73,409-36.6% |
| Participation rate | 86.4% | 76.8%+9.6pp | 78.4%+8.0pp | 72.2%+14.2pp |
| Annual return | 20.60% | 18.89%+1.7pp | 34.90%-14.3pp | 59.29%-38.7pp |
| Employer contribution / active EE | $1,751 | $2,847-38.5% | $3,540-50.5% | $2,234-21.6% |
| Participant deferral / active EE | $3,961 | $4,697-15.7% | $6,024-34.2% | $3,805+4.1% |
| Admin fee / account holder | $309 | $128+142.0% | $7,927-96.1% | $158+95.7% |