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 6-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,214 |
MAXUS PLAN SOLUTIONS3+ years Service code 15 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PL · CHARLOTTE, NC 28277 | Recordkeeping | $5,181 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,210 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,692 | $95,416-47.9% | $185,823-73.3% | $85,850-42.1% |
| Participation rate | 87.6% | 68.8%+18.9pp | 81.7%+5.9pp | 69.3%+18.3pp |
| Annual return | 11.48% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,605 | $3,314-51.6% | $5,167-68.9% | $2,565-37.4% |
| Participant deferral / active EE | $4,435 | $3,423+29.6% | $5,568-20.3% | $3,952+12.2% |
| Admin fee / account holder | $317 | $7,213-95.6% | $16,237-98.0% | $6,260-94.9% |