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 | $2,569 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $150 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,203 | $104,475+268.7% | $159,436+141.6% | $79,386+385.2% |
| Participation rate | 92.6% | 76.6%+16.0pp | 82.8%+9.8pp | 70.7%+21.9pp |
| Annual return | 12.03% | 67.95%-55.9pp | 263.57%-251.5pp | 116.85%-104.8pp |
| Employer contribution / active EE | $10,454 | $3,417+206.0% | $4,829+116.5% | $2,427+330.6% |
| Participant deferral / active EE | $7,908 | $6,467+22.3% | $7,352+7.6% | $4,046+95.5% |
| Admin fee / account holder | $11 | $711-98.5% | $10,799-99.9% | $626-98.3% |