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 | $32,495 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $11,991 |
THE BENEFIT PRACTICE3 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $6,721 |
Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $3,469 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $63,432 | $69,362-8.5% | $101,248-37.4% | $73,488-13.7% |
| Participation rate | 53.8% | 68.4%-14.5pp | 75.8%-22.0pp | 70.7%-16.8pp |
| Annual return | 5.95% | 18.46%-12.5pp | 46.47%-40.5pp | 28.51%-22.6pp |
| Employer contribution / active EE | $695 | $2,628-73.6% | $3,660-81.0% | $2,270-69.4% |
| Participant deferral / active EE | $3,129 | $3,300-5.2% | $4,370-28.4% | $3,740-16.3% |
| Admin fee / account holder | $356 | $704-49.5% | $5,945-94.0% | $513-30.7% |