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 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $161,618 |
Service code 10 · EIN 95-4345526 | Accounting | $24,015 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $14,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $544,547 | $62,928+765.4% | $172,739+215.2% | $67,579+705.8% |
| Participation rate | 88.3% | 64.5%+23.8pp | 82.6%+5.6pp | 71.3%+17.0pp |
| Annual return | 20.66% | 30.36%-9.7pp | 802.84%-782.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $26,477 | $1,636+1518.3% | $5,143+414.8% | $2,148+1132.8% |
| Participant deferral / active EE | $14,353 | $2,145+569.2% | $5,198+176.1% | $3,539+305.5% |
| Admin fee / account holder | $603 | $167+261.8% | $13,954-95.7% | $142+323.7% |