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 | $16,746 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $15,613 |
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 | Contract Administrator | $3,122 |
PROFESSIONAL BENEFIT SERVICES6+ years Service code 13 1193 ROYVONNE AVE ST STE22 · SALEM, OR 97302 | Contract Administrator | $2,710 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,119 | $52,670-71.3% | $90,404-83.3% | $73,409-79.4% |
| Participation rate | 69.4% | 67.7%+1.8pp | 72.7%-3.2pp | 72.2%-2.7pp |
| Annual return | 33.03% | 20.70%+12.3pp | 1293.02%-1260.0pp | 59.29%-26.3pp |
| Employer contribution / active EE | $686 | $1,872-63.4% | $3,262-79.0% | $2,234-69.3% |
| Participant deferral / active EE | $2,233 | $2,807-20.4% | $3,963-43.7% | $3,805-41.3% |
| Admin fee / account holder | $145 | $117+23.9% | $5,611-97.4% | $158-8.4% |