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 9-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 |
|---|---|---|
REILLY, PENNER & BENTON LLP2+ years Filed as: REILLY FINANCIAL ADVISORS INC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $42,166 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,581 |
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 | $74,977 | $57,976+29.3% | $62,995+19.0% | $62,292+20.4% |
| Participation rate | 87.3% | 75.9%+11.4pp | 74.8%+12.5pp | 69.5%+17.8pp |
| Annual return | 13.04% | 17.54%-4.5pp | 87.57%-74.5pp | 28.90%-15.9pp |
| Employer contribution / active EE | $5,303 | $2,415+119.6% | $2,759+92.2% | $2,042+159.7% |
| Participant deferral / active EE | $5,451 | $2,956+84.4% | $3,329+63.7% | $3,169+72.0% |
| Admin fee / account holder | $467 | $276+69.3% | $3,600-87.0% | $479-2.6% |