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 | $13,767 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $7,732 |
Filed as: NATIONAL AUTOMOBILE DEALERS ASSOC Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $2,211 |
ROGERS CLEM AND COMPANY1 year Service code 10 1067 PARK VIEW DRIVE · COVINA, CA 91724 | Accounting | $1,015 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $368 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $230 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $119 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,763 | $70,428-2.4% | $96,562-28.8% | $85,850-19.9% |
| Participation rate | 26.3% | 61.8%-35.6pp | 69.8%-43.6pp | 69.3%-43.1pp |
| Annual return | 18.67% | 18.59%+0.1pp | 37.78%-19.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $268 | $1,413-81.1% | $2,356-88.6% | $2,565-89.6% |
| Participant deferral / active EE | $1,937 | $2,894-33.1% | $3,849-49.7% | $3,952-51.0% |
| Admin fee / account holder | $466 | $4,997-90.7% | $6,181-92.5% | $6,260-92.6% |