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 | $33,780 |
IPS RIA, LLC4+ years Service code 27 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Advisory (Plan) | $17,013 |
Filed as: HUB INTERNATIONAL INVESTMENT ADVISO Service code 27 300 N LASALLE ST 17TH FL · CHICAGO, IL 60654 | Advisory (Plan) | $12,925 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,398 | $37,196+8.6% | $154,107-73.8% | $55,725-27.5% |
| Participation rate | 49.9% | 64.1%-14.2pp | 83.0%-33.2pp | 70.9%-21.0pp |
| Annual return | -6.16% | 1319.68%-1325.8pp | 735.12%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,612 | $1,614-0.2% | $5,298-69.6% | $2,078-22.5% |
| Participant deferral / active EE | $2,999 | $2,068+45.0% | $5,081-41.0% | $3,356-10.6% |
| Admin fee / account holder | $208 | $102+104.8% | $13,411-98.4% | $115+80.6% |