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 | $12,629 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 521 SW 11TH AVE STE 200 · PORTLAND, OR 97205 | Advisory (Plan) | $9,877 |
JAMES A. REICHERT2 years Filed as: JAMES L SHOOK CPA PC Service code 10 7410 SW BEVELAND RD · TIGARD, OR 97223 | Accounting | $2,926 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $394 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,193 | $35,986+58.9% | $77,482-26.2% | $73,488-22.2% |
| Participation rate | 38.8% | 40.8%-2.0pp | 54.2%-15.4pp | 70.7%-31.9pp |
| Annual return | 7.85% | 19.26%-11.4pp | 54.79%-46.9pp | 28.51%-20.7pp |
| Employer contribution / active EE | $281 | $557-49.6% | $986-71.5% | $2,270-87.6% |
| Participant deferral / active EE | $1,016 | $1,198-15.2% | $1,861-45.4% | $3,740-72.8% |
| Admin fee / account holder | $349 | $466-25.1% | $2,858-87.8% | $513-32.0% |