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 | $16,438 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $8,752 |
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 | $21,408 | $88,122-75.7% | $141,162-84.8% | $67,579-68.3% |
| Participation rate | 84.4% | 76.5%+8.0pp | 82.5%+2.0pp | 71.3%+13.2pp |
| Annual return | 55.06% | 75.40%-20.3pp | 71.39%-16.3pp | 378.56%-323.5pp |
| Employer contribution / active EE | $2,092 | $3,224-35.1% | $4,735-55.8% | $2,148-2.6% |
| Participant deferral / active EE | $4,048 | $5,958-32.1% | $6,709-39.7% | $3,539+14.4% |
| Admin fee / account holder | $88 | $131-32.9% | $10,261-99.1% | $142-38.3% |