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 | $43,967 |
Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $21,472 |
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 | $23,872 | $57,976-58.8% | $62,995-62.1% | $62,292-61.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.80% | 17.54%+0.3pp | 87.57%-69.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,229 | $2,415-7.7% | $2,759-19.2% | $2,042+9.1% |
| Participant deferral / active EE | $1,393 | $2,956-52.9% | $3,329-58.2% | $3,169-56.0% |
| Admin fee / account holder | $140 | $276-49.1% | $3,600-96.1% | $479-70.7% |