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 | $48,033 |
KREBER GRAPHICS, INC.7+ years Service code 99 2580 WESTBELT DRIVE · COLUMBUS, OH 43228 | Other Fees | $16,109 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,560 | $104,475+3.9% | $159,436-31.9% | $79,386+36.7% |
| Participation rate | 96.4% | 76.6%+19.8pp | 82.8%+13.6pp | 70.7%+25.7pp |
| Annual return | 13.01% | 67.95%-54.9pp | 263.57%-250.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,129 | $3,417-37.7% | $4,829-55.9% | $2,427-12.3% |
| Participant deferral / active EE | $7,241 | $6,467+12.0% | $7,352-1.5% | $4,046+79.0% |
| Admin fee / account holder | $322 | $711-54.7% | $10,799-97.0% | $626-48.5% |