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 LLP5+ years Filed as: REILLY FINANCIAL ADVISORS INC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $49,539 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,780 |
CHARLES SCHWAB & CO., INC.3 years Filed as: HOOD & STRONG LLP Service code 10 60 S MAIN ST STE 200 · SAN JOSE, CA 95113 | Accounting | $8,388 |
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.
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 | $88,001 | $65,322+34.7% | $70,449+24.9% | $73,488+19.7% |
| Participation rate | 63.4% | 77.0%-13.5pp | 75.1%-11.6pp | 70.7%-7.3pp |
| Annual return | 5.05% | 15.71%-10.7pp | 109.03%-104.0pp | 28.51%-23.5pp |
| Employer contribution / active EE | $1,892 | $2,460-23.1% | $2,737-30.9% | $2,270-16.7% |
| Participant deferral / active EE | $4,365 | $3,375+29.3% | $3,709+17.7% | $3,740+16.7% |
| Admin fee / account holder | $533 | $214+148.9% | $3,845-86.1% | $513+3.8% |