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 | $158,778 |
GRIMES & COMPANY, INC.4+ years Service code 27 110 TURNPIKE RD · WESTBOROUGH, MA 01581 | Advisory (Plan) | $58,298 |
SWERDLIN & COMPANY4+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $37,466 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,686 | $91,517-73.0% | $101,248-75.6% | $73,409-66.4% |
| Participation rate | 93.8% | 73.8%+20.1pp | 75.8%+18.0pp | 72.2%+21.7pp |
| Annual return | 20.92% | 17.17%+3.7pp | 46.47%-25.6pp | 59.29%-38.4pp |
| Employer contribution / active EE | $1,849 | $2,877-35.7% | $3,660-49.5% | $2,234-17.2% |
| Participant deferral / active EE | $6,136 | $3,338+83.8% | $4,370+40.4% | $3,805+61.2% |
| Admin fee / account holder | $173 | $216-20.0% | $5,945-97.1% | $158+9.4% |