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 | $14,433 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 521 SW 11TH AVE STE 200 · PORTLAND, OR 97205 | Advisory (Plan) | $9,979 |
JAMES A. REICHERT1 year Filed as: JAMES L SHOOK CPA PC Service code 10 7410 SW BEVELAND RD · TIGARD, OR 97223 | Accounting | $8,126 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $97 |
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 | $61,822 | $31,679+95.1% | $74,701-17.2% | $65,185-5.2% |
| Participation rate | 41.9% | 40.4%+1.6pp | 54.5%-12.5pp | 70.2%-28.3pp |
| Annual return | 18.98% | 39.04%-20.1pp | 752.92%-733.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $284 | $566-49.9% | $1,084-73.8% | $2,177-87.0% |
| Participant deferral / active EE | $1,320 | $1,191+10.8% | $1,964-32.8% | $3,514-62.4% |
| Admin fee / account holder | $447 | $379+18.0% | $3,333-86.6% | $847-47.2% |