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 7-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 | $32,517 |
IPI WEALTH MANAGEMENT INC2 years Service code 27 226 WEST ELDORADO · DECATUR, IL 62522 | Advisory (Plan) | $12,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,902 | $56,485-47.1% | $185,823-83.9% | $86,799-65.6% |
| Participation rate | 39.5% | 65.5%-26.0pp | 81.7%-42.2pp | 72.3%-32.8pp |
| Annual return | 21.72% | 118.04%-96.3pp | 122.05%-100.3pp | 97.91%-76.2pp |
| Employer contribution / active EE | $1,291 | $1,843-29.9% | $5,167-75.0% | $2,405-46.3% |
| Participant deferral / active EE | $2,408 | $2,553-5.7% | $5,568-56.8% | $4,131-41.7% |
| Admin fee / account holder | $224 | $150+49.7% | $16,237-98.6% | $170+32.1% |