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 | $40,619 |
BERGANKDV LTD1 year Service code 10 PO BOX 1304 · ST CLOUD, MN 56302 | Accounting | $22,830 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN LLP Service code 10 1700 BROADWAY · NEW YORK, NY 10019 | Accounting | $18,720 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,975 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION LLC Service code 13 186 SHERMAN AVE · BERKELEY HEIGHTS, NJ 07022 | Contract Administrator | $10,000 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC, Service code 55 | Other Commissions | $4,284 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
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 | $9,698 | $88,874-89.1% | $123,544-92.2% | $75,289-87.1% |
| Participation rate | 71.6% | 75.9%-4.3pp | 82.3%-10.7pp | 72.4%-0.8pp |
| Annual return | 19.46% | 4.22%+15.2pp | 119.20%-99.7pp | -0.04%+19.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,245 | $6,174-47.4% | $6,426-49.5% | $3,739-13.2% |
| Admin fee / account holder | $21 | $95-77.3% | $9,284-99.8% | $102-79.0% |