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 | $38,394 |
LINSCO/PRIVATE LEDGER CORP2+ years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $19,856 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 4000 CRUMS MILLS ROAD · HARRISBURG, PA 17112 | Contract Administrator | $9,215 |
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 | $34,482 | $63,156-45.4% | $122,332-71.8% | $62,292-44.6% |
| Participation rate | 61.8% | 60.0%+1.8pp | 71.6%-9.8pp | 69.5%-7.7pp |
| Annual return | 17.59% | 20.61%-3.0pp | 30.27%-12.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,557 | $1,385+12.4% | $4,050-61.6% | $2,042-23.8% |
| Participant deferral / active EE | $2,757 | $2,321+18.8% | $3,287-16.1% | $3,169-13.0% |
| Admin fee / account holder | $284 | $440-35.4% | $5,478-94.8% | $479-40.7% |