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 | $29,748 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $17,016 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,319 | $54,573+16.0% | $90,951-30.4% | $73,488-13.8% |
| Participation rate | 91.7% | 61.2%+30.5pp | 69.0%+22.7pp | 70.7%+21.0pp |
| Annual return | -2.90% | 16.69%-19.6pp | 134.60%-137.5pp | 28.51%-31.4pp |
| Employer contribution / active EE | $867 | $991-12.5% | $2,122-59.1% | $2,270-61.8% |
| Participant deferral / active EE | $6,734 | $2,517+167.6% | $3,373+99.7% | $3,740+80.1% |
| Admin fee / account holder | $184 | $521-64.7% | $5,959-96.9% | $513-64.1% |