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 | $34,738 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $18,565 |
PAYCHEX, INC.1 year Filed as: PAYCHEX RECORDKEEPING SERVICES INC Service code 13 1175 JOHN ST · WEST HENRIETTA, NY 14586 | Contract Administrator | $4,919 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,153 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,495 | $55,453-25.2% | $170,442-75.7% | $62,292-33.4% |
| Participation rate | 75.3% | 66.4%+8.9pp | 83.6%-8.3pp | 69.5%+5.8pp |
| Annual return | 24.94% | 21.38%+3.6pp | 205.93%-181.0pp | 28.90%-4.0pp |
| Employer contribution / active EE | $1,337 | $2,164-38.2% | $5,433-75.4% | $2,042-34.5% |
| Participant deferral / active EE | $4,847 | $2,303+110.5% | $4,939-1.9% | $3,169+53.0% |
| Admin fee / account holder | $264 | $455-42.1% | $13,880-98.1% | $479-45.0% |