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 | $37,904 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,932 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,189 | $79,519-60.8% | $95,952-67.5% | $73,409-57.5% |
| Participation rate | 85.8% | 81.2%+4.6pp | 77.1%+8.7pp | 72.2%+13.6pp |
| Annual return | 15.91% | 19.20%-3.3pp | 91.61%-75.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $430 | $2,048-79.0% | $2,541-83.1% | $2,234-80.7% |
| Participant deferral / active EE | $2,691 | $4,138-35.0% | $4,167-35.4% | $3,805-29.3% |
| Admin fee / account holder | $176 | $184-4.3% | $6,795-97.4% | $158+11.7% |