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 7-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 |
|---|---|---|
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT & HOLLAND, LLP Service code 10 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Accounting | $25,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,962 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $164 |
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 | $71,291 | $52,293+36.3% | $178,490-60.1% | $73,409-2.9% |
| Participation rate | 76.7% | 65.3%+11.4pp | 81.9%-5.2pp | 72.2%+4.5pp |
| Annual return | 20.12% | 34.75%-14.6pp | 151.07%-130.9pp | 59.29%-39.2pp |
| Employer contribution / active EE | $2,793 | $1,735+60.9% | $5,011-44.3% | $2,234+25.0% |
| Participant deferral / active EE | $6,691 | $2,332+186.9% | $5,202+28.6% | $3,805+75.8% |
| Admin fee / account holder | $84 | $127-33.7% | $13,984-99.4% | $158-46.5% |