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 | $112,028 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $92,963 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,072 | $82,783-78.2% | $133,956-86.5% | $90,288-80.0% |
| Participation rate | 86.1% | 81.3%+4.8pp | 79.8%+6.3pp | 73.4%+12.8pp |
| Annual return | 20.43% | 21.89%-1.5pp | 45.09%-24.7pp | 53.97%-33.5pp |
| Employer contribution / active EE | $645 | $2,388-73.0% | $3,919-83.5% | $2,524-74.4% |
| Participant deferral / active EE | $2,900 | $4,291-32.4% | $5,048-42.5% | $4,232-31.5% |
| Admin fee / account holder | $81 | $93-12.3% | $8,927-99.1% | $114-28.6% |