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, CO 80111 | Recordkeeping Fees | $13,174 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $7,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,601 |
STANCORP FINANCIAL GROUP1 year Service code 15 · EIN 93-1253576 | Recordkeeping | $0 |
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 | $24,130 | $63,905-62.2% | $74,183-67.5% | $57,658-58.1% |
| Participation rate | 89.1% | 79.8%+9.3pp | 76.6%+12.5pp | 70.2%+18.9pp |
| Annual return | 7.33% | 60.60%-53.3pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,063 | $1,840-42.2% | $2,370-55.1% | $1,974-46.1% |
| Participant deferral / active EE | $1,864 | $3,448-45.9% | $3,550-47.5% | $3,061-39.1% |
| Admin fee / account holder | $33 | $91-63.8% | $5,586-99.4% | $95-65.2% |