See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71,932 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,490 |
Service code 55 880 CARILON PARKWAY · ST PETERSBERG, FL 33716 | Other Commissions | $27,685 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $23,435 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $10,000 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $9,860 |
THE BOSWORTH COMPANY, LTD5+ years Service code 25 · EIN 75-1012121 | Directed Trustee | $6,067 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,812 | $66,601-5.7% | $92,893-32.4% | $67,579-7.1% |
| Participation rate | 90.4% | 72.5%+17.9pp | 76.0%+14.3pp | 71.3%+19.1pp |
| Annual return | 18.36% | 92.58%-74.2pp | 109.41%-91.1pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,891 | $2,775-31.9% | $3,653-48.2% | $2,148-12.0% |
| Participant deferral / active EE | $4,277 | $3,157+35.5% | $4,236+1.0% | $3,539+20.9% |
| Admin fee / account holder | $488 | $199+145.5% | $5,794-91.6% | $142+243.1% |