See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,271 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $19,226 |
Service code 27 45 ROCKEFELLER PLAZA 5 FL · NEW YORK, NY 10111 | Advisory (Plan) | $11,578 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,223 | $64,286-59.2% | $90,951-71.2% | $73,409-64.3% |
| Participation rate | 80.0% | 63.6%+16.4pp | 69.0%+11.0pp | 72.2%+7.8pp |
| Annual return | 19.80% | 21.45%-1.7pp | 134.60%-114.8pp | 59.29%-39.5pp |
| Employer contribution / active EE | $128 | $895-85.7% | $2,122-94.0% | $2,234-94.3% |
| Participant deferral / active EE | $3,142 | $2,453+28.1% | $3,373-6.8% | $3,805-17.4% |
| Admin fee / account holder | $84 | $287-70.7% | $5,959-98.6% | $158-46.6% |