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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $86,903 |
HAM, LANGSTON & BREZINA, LLP3 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $11,082 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,814 | $96,900-73.4% | $111,392-76.8% | $75,289-65.7% |
| Participation rate | 73.0% | 85.9%-13.0pp | 78.9%-5.9pp | 72.4%+0.5pp |
| Annual return | -3.67% | 1.66%-5.3pp | -2.06%-1.6pp | -0.04%-3.6pp |
| Employer contribution / active EE | $2,345 | $5,520-57.5% | $4,328-45.8% | $2,405-2.5% |
| Participant deferral / active EE | $3,196 | $6,494-50.8% | $5,567-42.6% | $3,739-14.5% |
| Admin fee / account holder | $40 | $105-61.9% | $12,266-99.7% | $102-60.8% |