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 | $68,035 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $55,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
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 | $97,026 | $89,274+8.7% | $149,718-35.2% | $77,958+24.5% |
| Participation rate | 98.4% | 87.6%+10.8pp | 87.1%+11.3pp | 71.6%+26.8pp |
| Annual return | 20.41% | 20.36%+0.1pp | 1501.63%-1481.2pp | 20.87%-0.5pp |
| Employer contribution / active EE | $4,145 | $3,727+11.2% | $5,445-23.9% | $2,310+79.4% |
| Participant deferral / active EE | $6,947 | $5,382+29.1% | $6,569+5.8% | $3,537+96.4% |
| Admin fee / account holder | $82 | $240-65.9% | $11,283-99.3% | $97-16.0% |