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 | $37,493 |
Service code 27 238 CANYON LAKES PL. · SAN RAMON, CA 94582 | Advisory (Plan) | $26,223 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,008 | $47,977-41.6% | $154,107-81.8% | $56,287-50.2% |
| Participation rate | 56.4% | 66.2%-9.8pp | 83.0%-26.7pp | 69.9%-13.5pp |
| Annual return | 21.95% | 3.54%+18.4pp | 735.12%-713.2pp | -9.96%+31.9pp |
| Employer contribution / active EE | $1,304 | $2,169-39.9% | $5,298-75.4% | $2,111-38.2% |
| Participant deferral / active EE | $2,396 | $2,392+0.2% | $5,081-52.8% | $3,350-28.5% |
| Admin fee / account holder | $318 | $438-27.5% | $13,411-97.6% | $521-39.0% |