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 | $11,464 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW FIFTH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $9,534 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,530 | $28,109+90.4% | $71,086-24.7% | $56,287-4.9% |
| Participation rate | 39.6% | 40.4%-0.9pp | 54.7%-15.1pp | 69.9%-30.3pp |
| Annual return | -5.99% | -615.05%+609.1pp | 650.59%-656.6pp | -9.96%+4.0pp |
| Employer contribution / active EE | $240 | $558-56.9% | $1,088-77.9% | $2,111-88.6% |
| Participant deferral / active EE | $1,221 | $1,116+9.4% | $1,874-34.9% | $3,350-63.6% |
| Admin fee / account holder | $309 | $585-47.1% | $3,082-90.0% | $521-40.6% |