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 |
|---|---|---|
TRUENORTH, INC.1+ years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $38,926 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,336 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $8,825 |
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 | $35,768 | $55,453-35.5% | $170,442-79.0% | $62,292-42.6% |
| Participation rate | 70.5% | 66.4%+4.1pp | 83.6%-13.1pp | 69.5%+0.9pp |
| Annual return | 14.23% | 21.38%-7.1pp | 205.93%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,390 | $2,164-35.8% | $5,433-74.4% | $2,042-31.9% |
| Participant deferral / active EE | $1,859 | $2,303-19.3% | $4,939-62.4% | $3,169-41.4% |
| Admin fee / account holder | $272 | $455-40.2% | $13,880-98.0% | $479-43.2% |