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 |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,134 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER, MALE & STRAKOWSKI Service code 13 CO., E.A. · CINCINNATI, OH 45242 | Contract Administrator | $2,556 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER, MALE & STRAKOWSKI CO. Service code 13 | Contract Administrator | $1,238 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $138 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,285 | $58,879-91.0% | $178,490-97.0% | $73,488-92.8% |
| Participation rate | 73.0% | 66.2%+6.8pp | 81.9%-8.9pp | 70.7%+2.3pp |
| Annual return | 28.03% | 24.86%+3.2pp | 151.07%-123.0pp | 28.51%-0.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,472 | $2,567-42.7% | $5,202-71.7% | $3,740-60.6% |
| Admin fee / account holder | $27 | $400-93.3% | $13,984-99.8% | $513-94.8% |