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 | $0 |
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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,031 | $64,119-59.4% | $112,228-76.8% | $66,914-61.1% |
| Participation rate | 30.6% | 68.5%-37.9pp | 75.1%-44.5pp | 69.8%-39.2pp |
| Annual return | -16.29% | -13.81%-2.5pp | 27.45%-43.7pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,152 | $3,005-61.7% | $3,635-68.3% | $2,544-54.7% |
| Participant deferral / active EE | $1,489 | $3,693-59.7% | $4,728-68.5% | $4,237-64.9% |
| Admin fee / account holder | $268 | $625-57.1% | $6,410-95.8% | $593-54.8% |