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 | $9,531 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $4,576 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $105 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
TD AMERITRADE, INC.1+ years Service code 33 | Securities brokerage | $0 |
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 | $134,388 | $54,320+147.4% | $67,652+98.6% | $52,331+156.8% |
| Participation rate | 70.0% | 73.6%-3.6pp | 75.7%-5.7pp | 68.1%+1.9pp |
| Annual return | -0.81% | 6.81%-7.6pp | 6625.04%-6625.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,004 | $1,544-35.0% | $2,266-55.7% | $1,882-46.6% |
| Participant deferral / active EE | $2,844 | $2,950-3.6% | $3,560-20.1% | $3,022-5.9% |
| Admin fee / account holder | $158 | $527-70.0% | $4,821-96.7% | $592-73.3% |