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 9-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $34,752 |
O'CONNOR DAVIES, LLP1 year Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $6,500 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $5,200 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,773 | $81,537+22.4% | $149,718-33.4% | $69,631+43.3% |
| Participation rate | 63.0% | 86.1%-23.1pp | 87.1%-24.1pp | 70.7%-7.7pp |
| Annual return | 17.80% | 22.79%-5.0pp | 1501.63%-1483.8pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $189 | $3,239-94.2% | $5,445-96.5% | $2,032-90.7% |
| Participant deferral / active EE | $4,877 | $4,994-2.3% | $6,569-25.8% | $3,224+51.3% |
| Admin fee / account holder | $53 | $107-50.4% | $11,283-99.5% | $110-52.0% |