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 | $124,744 |
PREMIER RETIREMENT PARTNERS2 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 537172919 | Contract Administrator | $25,710 |
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR. W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $4,908 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $4,908 |
BAS PARTNERS1 year Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $3,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $1,954 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,747 | $51,288-75.1% | $81,983-84.5% | $73,409-82.6% |
| Participation rate | 79.8% | 64.0%+15.8pp | 69.2%+10.6pp | 72.2%+7.6pp |
| Annual return | 12.16% | 29.48%-17.3pp | 41.31%-29.1pp | 59.29%-47.1pp |
| Employer contribution / active EE | $2,751 | $1,487+85.0% | $2,498+10.1% | $2,234+23.2% |
| Participant deferral / active EE | $700 | $2,715-74.2% | $3,722-81.2% | $3,805-81.6% |
| Admin fee / account holder | $235 | $125+87.4% | $5,664-95.9% | $158+48.7% |