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 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $8,499 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,019 |
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 | $34,255 | $62,586-45.3% | $76,768-55.4% | $64,186-46.6% |
| Participation rate | 79.8% | 72.8%+6.9pp | 77.0%+2.8pp | 69.6%+10.2pp |
| Annual return | -4.50% | -1.95%-2.6pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $474 | $1,832-74.1% | $2,485-80.9% | $2,381-80.1% |
| Participant deferral / active EE | $2,539 | $3,145-19.2% | $3,852-34.1% | $3,470-26.8% |
| Admin fee / account holder | $10 | $4,667-99.8% | $6,675-99.8% | $4,888-99.8% |