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 |
|---|---|---|
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) | $29,116 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,131 |
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 | $50,941 | $55,636-8.4% | $81,983-37.9% | $73,488-30.7% |
| Participation rate | 87.7% | 62.3%+25.4pp | 69.2%+18.4pp | 70.7%+17.0pp |
| Annual return | 13.59% | 19.07%-5.5pp | 41.31%-27.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,542 | $1,625-5.1% | $2,498-38.3% | $2,270-32.1% |
| Participant deferral / active EE | $4,909 | $2,762+77.7% | $3,722+31.9% | $3,740+31.3% |
| Admin fee / account holder | $187 | $493-62.0% | $5,664-96.7% | $513-63.5% |