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 | $31,066 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $14,362 |
THE BENEFIT PRACTICE1 year Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $6,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $59,144 | $55,449+6.7% | $83,848-29.5% | $56,287+5.1% |
| Participation rate | 63.5% | 68.0%-4.5pp | 76.1%-12.7pp | 69.9%-6.4pp |
| Annual return | 8.01% | -1.38%+9.4pp | 850.88%-842.9pp | -9.96%+18.0pp |
| Employer contribution / active EE | $670 | $2,430-72.4% | $3,631-81.5% | $2,111-68.3% |
| Participant deferral / active EE | $3,036 | $2,935+3.4% | $4,082-25.6% | $3,350-9.4% |
| Admin fee / account holder | $354 | $656-46.0% | $5,478-93.5% | $521-32.0% |