See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FASCORE, LLC4+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $320 |
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 | $25,185 | $47,977-47.5% | $154,107-83.7% | $56,287-55.3% |
| Participation rate | 88.3% | 66.2%+22.1pp | 83.0%+5.3pp | 69.9%+18.5pp |
| Annual return | 3.13% | 3.54%-0.4pp | 735.12%-732.0pp | -9.96%+13.1pp |
| Employer contribution / active EE | $430 | $2,169-80.2% | $5,298-91.9% | $2,111-79.6% |
| Participant deferral / active EE | $1,545 | $2,392-35.4% | $5,081-69.6% | $3,350-53.9% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |