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 |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Filed as: SI HOLDINGS DBA STEPHENS INC Service code 27 111 CENTER ST STE 400 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $30,620 |
THE WELCH GROUP3 years Filed as: WELCH COUCH & COMPANY PA Service code 10 PO BOX 2094 · BATESVILLE, AR 72503 | Accounting | $9,950 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,152 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,654 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,829 | $59,263+53.3% | $96,562-5.9% | $79,386+14.4% |
| Participation rate | 76.2% | 61.9%+14.3pp | 69.8%+6.4pp | 70.7%+5.5pp |
| Annual return | 9.41% | 27.07%-17.7pp | 37.78%-28.4pp | 116.85%-107.4pp |
| Employer contribution / active EE | $1,858 | $1,216+52.8% | $2,356-21.2% | $2,427-23.5% |
| Participant deferral / active EE | $4,668 | $2,948+58.3% | $3,849+21.3% | $4,046+15.4% |
| Admin fee / account holder | $587 | $658-10.9% | $6,181-90.5% | $626-6.4% |