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 6-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 | $88,330 |
OPEN TEXT1+ years Filed as: OPEN BROKERAGE WINDOW Service code 33 | Securities brokerage | $18,544 |
WABASH CAPITAL1+ years Filed as: WABASH CAPITAL INC Service code 71 · EIN 35-2024374 | Brokerage Fees | $7,372 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,159 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,581 | $62,928+42.4% | $172,739-48.1% | $67,579+32.6% |
| Participation rate | 89.5% | 64.5%+25.0pp | 82.6%+6.8pp | 71.3%+18.2pp |
| Annual return | 17.89% | 30.36%-12.5pp | 802.84%-784.9pp | 378.56%-360.7pp |
| Employer contribution / active EE | $2,830 | $1,636+72.9% | $5,143-45.0% | $2,148+31.7% |
| Participant deferral / active EE | $3,996 | $2,145+86.3% | $5,198-23.1% | $3,539+12.9% |
| Admin fee / account holder | $107 | $167-35.7% | $13,954-99.2% | $142-24.8% |