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 | $32,822 |
SUMMIT FINANCIAL CORPORATION4+ years Service code 13 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $20,742 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $4,704 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,430 | $52,953-35.0% | $172,739-80.1% | $65,185-47.2% |
| Participation rate | 70.2% | 66.2%+4.0pp | 82.6%-12.4pp | 70.2%0pp |
| Annual return | 7.52% | 30.12%-22.6pp | 802.84%-795.3pp | 29.38%-21.9pp |
| Employer contribution / active EE | $2,031 | $2,190-7.2% | $5,143-60.5% | $2,177-6.7% |
| Participant deferral / active EE | $2,492 | $2,471+0.9% | $5,198-52.1% | $3,514-29.1% |
| Admin fee / account holder | $213 | $472-54.9% | $13,954-98.5% | $847-74.9% |