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 |
|---|---|---|
INVEST FINANCIAL CORPORATION1+ years Service code 27 PO BOX 5097 · APPLETON, WI 549125097 | Advisory (Plan) | $29,855 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $49,755 | $54,320-8.4% | $67,652-26.5% | $52,331-4.9% |
| Participation rate | 87.4% | 73.6%+13.8pp | 75.7%+11.7pp | 68.1%+19.3pp |
| Annual return | -1.13% | 6.81%-7.9pp | 6625.04%-6626.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $623 | $1,544-59.6% | $2,266-72.5% | $1,882-66.9% |
| Participant deferral / active EE | $2,526 | $2,950-14.4% | $3,560-29.0% | $3,022-16.4% |
| Admin fee / account holder | $84 | $527-84.1% | $4,821-98.3% | $592-85.9% |