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 | $31,554 |
COMERICA BANK6+ years Filed as: COMERICA SECURITIES Service code 55 411 W LAFAYETTE MC 3139 · DETROIT, MI 48226 | Other Commissions | $31,182 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,051 |
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 | $45,565 | $56,152-18.9% | $185,823-75.5% | $73,409-37.9% |
| Participation rate | 92.9% | 67.6%+25.4pp | 78.0%+14.9pp | 72.2%+20.8pp |
| Annual return | 17.52% | 17.59%-0.1pp | 35.95%-18.4pp | 59.29%-41.8pp |
| Employer contribution / active EE | $693 | $1,532-54.8% | $4,087-83.0% | $2,234-69.0% |
| Participant deferral / active EE | $3,635 | $3,659-0.7% | $5,632-35.5% | $3,805-4.5% |
| Admin fee / account holder | $84 | $132-36.1% | $9,500-99.1% | $158-46.6% |