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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,827 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,058 |
ROBERTSON & ROBERTSON, PLLC5+ years Service code 10 800 WILCREST DRIVE STE 205 · HOUSTON, TX 77042 | Accounting | $12,000 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $7,500 |
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 | $42,845 | $88,122-51.4% | $141,162-69.6% | $67,579-36.6% |
| Participation rate | 82.4% | 76.5%+6.0pp | 82.5%0pp | 71.3%+11.2pp |
| Annual return | 25.17% | 75.40%-50.2pp | 71.39%-46.2pp | 378.56%-353.4pp |
| Employer contribution / active EE | $2,738 | $3,224-15.1% | $4,735-42.2% | $2,148+27.5% |
| Participant deferral / active EE | $3,784 | $5,958-36.5% | $6,709-43.6% | $3,539+6.9% |
| Admin fee / account holder | $165 | $131+26.4% | $10,261-98.4% | $142+16.3% |