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 | $25,641 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $11,602 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $2,847 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,776 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,334 | $66,310-18.1% | $93,606-42.0% | $65,185-16.6% |
| Participation rate | 73.2% | 74.0%-0.8pp | 75.8%-2.6pp | 70.2%+3.0pp |
| Annual return | 22.70% | 42.58%-19.9pp | 32.76%-10.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,875 | $2,012-6.8% | $2,718-31.0% | $2,177-13.9% |
| Participant deferral / active EE | $4,064 | $3,342+21.6% | $4,069-0.1% | $3,514+15.7% |
| Admin fee / account holder | $250 | $6,897-96.4% | $7,888-96.8% | $847-70.5% |