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 | $38,778 |
CAPSOUTH PARTNERS3 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $35,958 |
SMITH, DUKES & BUCKALEW, LLP3 years Filed as: SMITH, DUKES & BUCKALEW LLP Service code 10 3800 AIRPORT BLVD STE 101 · MOBILE, AL 36608 | Accounting | $4,750 |
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 | $29,624 | $62,267-52.4% | $110,238-73.1% | $55,725-46.8% |
| Participation rate | 94.6% | 78.1%+16.5pp | 79.8%+14.8pp | 70.9%+23.7pp |
| Annual return | -4.94% | -1.07%-3.9pp | 314.74%-319.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,118 | $1,941-42.4% | $3,826-70.8% | $2,078-46.2% |
| Participant deferral / active EE | $2,589 | $3,516-26.4% | $4,672-44.6% | $3,356-22.8% |
| Admin fee / account holder | $183 | $121+51.1% | $8,547-97.9% | $115+58.6% |