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 | $311,765 |
Service code 27 100 N BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $45,000 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 155 W NATIONWIDE BLVD STE 500 · COLUMBUS, OH 43215 | Accounting | $4,675 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $77,148 | $47,456+62.6% | $172,739-55.3% | $77,787-0.8% |
| Participation rate | 56.2% | 66.3%-10.0pp | 82.6%-26.4pp | 73.2%-17.0pp |
| Annual return | 89.60% | 35.57%+54.0pp | 802.84%-713.2pp | 32.57%+57.0pp |
| Employer contribution / active EE | $1,576 | $1,574+0.1% | $5,143-69.4% | $2,504-37.1% |
| Participant deferral / active EE | $3,749 | $2,560+46.5% | $5,198-27.9% | $3,967-5.5% |
| Admin fee / account holder | $114 | $81+40.8% | $13,954-99.2% | $100+13.7% |