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 6-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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,968 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PANNELL KERR FORSTER OF TEXAS, P.C. Service code 10 5847 SAN FELIPE · HOUSTON, TX 77057 | Accounting | $5,500 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,785 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $185,597 | $93,373+98.8% | $152,466+21.7% | $85,850+116.2% |
| Participation rate | 92.0% | 70.1%+21.9pp | 78.2%+13.8pp | 69.3%+22.7pp |
| Annual return | 12.24% | 21.84%-9.6pp | 757.33%-745.1pp | 318.53%-306.3pp |
| Employer contribution / active EE | $10,401 | $2,996+247.2% | $4,327+140.4% | $2,565+305.5% |
| Participant deferral / active EE | $19,832 | $4,550+335.8% | $5,820+240.7% | $3,952+401.9% |
| Admin fee / account holder | $378 | $13,853-97.3% | $15,805-97.6% | $6,260-94.0% |