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 | $95,922 |
HAM, LANGSTON & BREZINA, LLP4 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $12,500 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 99 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Other Fees | $12,500 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $50,588 | $113,995-55.6% | $127,761-60.4% | $77,787-35.0% |
| Participation rate | 69.1% | 85.7%-16.6pp | 79.0%-9.9pp | 73.2%-4.1pp |
| Annual return | 20.12% | 26.09%-6.0pp | 26.14%-6.0pp | 32.57%-12.5pp |
| Employer contribution / active EE | $2,735 | $6,012-54.5% | $4,574-40.2% | $2,504+9.2% |
| Participant deferral / active EE | $3,759 | $7,267-48.3% | $6,021-37.6% | $3,967-5.2% |
| Admin fee / account holder | $80 | $108-25.6% | $9,395-99.1% | $100-19.9% |