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 | $51,186 |
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $28,833 |
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 | $44,647 | $65,322-31.7% | $70,449-36.6% | $73,488-39.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 14.27% | 15.71%-1.4pp | 109.03%-94.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,460 | $2,4600% | $2,737-10.1% | $2,270+8.4% |
| Participant deferral / active EE | $1,923 | $3,375-43.0% | $3,709-48.1% | $3,740-48.6% |
| Admin fee / account holder | $260 | $214+21.4% | $3,845-93.2% | $513-49.4% |