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 | $25,204 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $14,666 |
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 | $55,082 | $54,573+0.9% | $90,951-39.4% | $73,488-25.0% |
| Participation rate | 95.4% | 61.2%+34.3pp | 69.0%+26.4pp | 70.7%+24.8pp |
| Annual return | 10.88% | 16.69%-5.8pp | 134.60%-123.7pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,014 | $991+2.2% | $2,122-52.2% | $2,270-55.3% |
| Participant deferral / active EE | $5,131 | $2,517+103.9% | $3,373+52.1% | $3,740+37.2% |
| Admin fee / account holder | $143 | $521-72.5% | $5,959-97.6% | $513-72.0% |