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 | $31,538 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $13,125 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $932 |
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 | $48,088 | $75,388-36.2% | $123,544-61.1% | $55,725-13.7% |
| Participation rate | 90.6% | 75.7%+14.9pp | 82.3%+8.3pp | 70.9%+19.7pp |
| Annual return | -4.07% | 4.48%-8.5pp | 119.20%-123.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,513 | $3,063-50.6% | $4,628-67.3% | $2,078-27.2% |
| Participant deferral / active EE | $4,624 | $5,651-18.2% | $6,426-28.0% | $3,356+37.8% |
| Admin fee / account holder | $86 | $120-27.9% | $9,284-99.1% | $115-25.0% |