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 | $56,229 |
IMA WEALTH INC3 years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $39,470 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN Service code 99 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Other Fees | $13,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,113 | $66,310+34.4% | $93,606-4.8% | $65,185+36.7% |
| Participation rate | 91.2% | 74.0%+17.2pp | 75.8%+15.4pp | 70.2%+21.0pp |
| Annual return | 21.97% | 42.58%-20.6pp | 32.76%-10.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,684 | $2,012+83.1% | $2,718+35.5% | $2,177+69.2% |
| Participant deferral / active EE | $5,803 | $3,342+73.7% | $4,069+42.6% | $3,514+65.2% |
| Admin fee / account holder | $328 | $6,897-95.2% | $7,888-95.8% | $847-61.3% |