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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $139,349 |
MUTUAL ADVISORS LLC6+ years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $88,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,017 | $78,275+151.7% | $109,143+80.5% | $86,799+127.0% |
| Participation rate | 78.2% | 73.8%+4.4pp | 75.9%+2.3pp | 72.3%+5.9pp |
| Annual return | 27.25% | 19.14%+8.1pp | 25.75%+1.5pp | 97.91%-70.7pp |
| Employer contribution / active EE | $3,582 | $3,105+15.4% | $3,722-3.8% | $2,405+48.9% |
| Participant deferral / active EE | $9,080 | $3,641+149.4% | $4,653+95.1% | $4,131+119.8% |
| Admin fee / account holder | $574 | $198+189.3% | $6,752-91.5% | $170+238.6% |