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 | $29,071 |
ABD RETIREMENT SERVICES INC2 years Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $21,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,101 | $66,813-29.5% | $100,516-53.1% | $73,488-35.9% |
| Participation rate | 94.9% | 77.5%+17.4pp | 79.4%+15.5pp | 70.7%+24.2pp |
| Annual return | 19.34% | 25.70%-6.4pp | 30.89%-11.6pp | 28.51%-9.2pp |
| Employer contribution / active EE | $852 | $2,147-60.3% | $3,418-75.1% | $2,270-62.5% |
| Participant deferral / active EE | $11,157 | $5,883+89.6% | $6,270+77.9% | $3,740+198.3% |
| Admin fee / account holder | $226 | $512-55.8% | $8,081-97.2% | $513-55.9% |