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 | $13,845 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $11,952 |
RSM US LLP2 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $7,648 |
Filed as: SIGNATOR INVESTORS INC Service code 55 197 CLARENDON ST · BOSTON, MA 02116 | Other Commissions | $5,963 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $527 |
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 | $36,176 | $43,504-16.8% | $68,793-47.4% | $56,287-35.7% |
| Participation rate | 93.5% | 67.8%+25.7pp | 72.2%+21.3pp | 69.9%+23.7pp |
| Annual return | 7.52% | -3.15%+10.7pp | -4.63%+12.2pp | -9.96%+17.5pp |
| Employer contribution / active EE | $2,578 | $1,525+69.0% | $2,625-1.8% | $2,111+22.1% |
| Participant deferral / active EE | $2,407 | $2,509-4.1% | $3,311-27.3% | $3,350-28.2% |
| Admin fee / account holder | $150 | $515-70.8% | $5,131-97.1% | $521-71.1% |