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 | $28,927 |
Filed as: PINNACLE PENSION CONSULTANTS Service code 27 1492 HIGHLAND AVE STE 9 · NEEDHAM, MA 02492 | Advisory (Plan) | $28,000 |
O'CONNOR DAVIES, LLP1 year Filed as: O'CONNOR & DREW PC Service code 10 25 BRAINTREE HILL PARK STE 102 · BRAINTREE, MA 02184 | Accounting | $9,577 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $749 |
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 | $44,339 | $40,174+10.4% | $84,015-47.2% | $67,579-34.4% |
| Participation rate | 93.2% | 62.7%+30.5pp | 69.0%+24.2pp | 71.3%+21.9pp |
| Annual return | 22.75% | 25.82%-3.1pp | 71.31%-48.6pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,152 | $808+42.7% | $1,983-41.9% | $2,148-46.4% |
| Participant deferral / active EE | $4,603 | $2,301+100.0% | $3,239+42.1% | $3,539+30.1% |
| Admin fee / account holder | $146 | $128+13.9% | $6,101-97.6% | $142+2.8% |