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 8-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 | $43,303 |
ROSS LANE & COMPANY, LLC4+ years Filed as: ROSS LANE & COMPANY LLC Service code 10 7000 PEACHTREE DUNWOODY RD BLDG 1 · ATLANTA, GA 30328 | Accounting | $10,000 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $3,584 |
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 | $21,792 | $52,670-58.6% | $90,404-75.9% | $73,409-70.3% |
| Participation rate | 91.3% | 67.7%+23.6pp | 72.7%+18.6pp | 72.2%+19.1pp |
| Annual return | 14.98% | 20.70%-5.7pp | 1293.02%-1278.0pp | 59.29%-44.3pp |
| Employer contribution / active EE | $672 | $1,872-64.1% | $3,262-79.4% | $2,234-69.9% |
| Participant deferral / active EE | $3,562 | $2,807+26.9% | $3,963-10.1% | $3,805-6.4% |
| Admin fee / account holder | $109 | $117-6.3% | $5,611-98.1% | $158-30.7% |