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 |
|---|---|---|
Filed as: ABG ROCKY MOUNTAIN Service code 10 · EIN 87-0364490 | Accounting | $6,636 |
Service code 16 · EIN 87-0526413 | Consulting | $5,829 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,418 | $63,346-69.3% | $92,233-78.9% | $70,131-72.3% |
| Participation rate | 97.7% | 68.7%+29.0pp | 76.5%+21.2pp | 69.5%+28.1pp |
| Annual return | 22.03% | 530.12%-508.1pp | 176.28%-154.3pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,541 | $2,471-37.7% | $3,679-58.1% | $2,342-34.2% |
| Participant deferral / active EE | $3,018 | $2,854+5.7% | $3,897-22.6% | $3,332-9.4% |
| Admin fee / account holder | $133 | $3,840-96.5% | $5,194-97.4% | $4,645-97.1% |