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 · EIN 39-0509570 720 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Recordkeeping | $6,900 |
Filed as: ROCKY MOUNTAIN EMPLOYEE BENEFITS, I Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVE SUITE 650 · SALT LAKE CITY, UT 84047 | Recordkeeping | $807 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,460 | $69,362-60.4% | $101,248-72.9% | $73,488-62.6% |
| Participation rate | 30.1% | 68.4%-38.3pp | 75.8%-45.7pp | 70.7%-40.6pp |
| Annual return | 18.82% | 18.46%+0.4pp | 46.47%-27.6pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,165 | $2,628-55.7% | $3,660-68.2% | $2,270-48.7% |
| Participant deferral / active EE | $1,538 | $3,300-53.4% | $4,370-64.8% | $3,740-58.9% |
| Admin fee / account holder | $487 | $704-30.7% | $5,945-91.8% | $513-5.0% |