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 LLP4+ years Filed as: REILLY FINANCIAL ADVISORS INC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $48,350 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,667 | $60,795+27.8% | $69,455+11.8% | $65,185+19.1% |
| Participation rate | 92.6% | 74.9%+17.7pp | 74.6%+18.0pp | 70.2%+22.4pp |
| Annual return | 6.29% | 17.46%-11.2pp | 28.97%-22.7pp | 29.38%-23.1pp |
| Employer contribution / active EE | $3,215 | $2,452+31.1% | $2,779+15.7% | $2,177+47.7% |
| Participant deferral / active EE | $6,302 | $3,162+99.3% | $3,535+78.2% | $3,514+79.3% |
| Admin fee / account holder | $441 | $314+40.7% | $3,839-88.5% | $847-47.9% |