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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $60,645 |
Service code 27 51 KILMAYNE DR STE 304 · CARY, NC 27511 | Advisory (Plan) | $36,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,001 | $85,135+6.9% | $98,907-8.0% | $73,409+24.0% |
| Participation rate | 84.1% | 81.1%+3.0pp | 76.0%+8.1pp | 72.2%+12.0pp |
| Annual return | 14.65% | 19.14%-4.5pp | 196.43%-181.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $328 | $2,721-88.0% | $2,689-87.8% | $2,234-85.3% |
| Participant deferral / active EE | $2,695 | $4,349-38.0% | $4,244-36.5% | $3,805-29.2% |
| Admin fee / account holder | $187 | $139+34.5% | $6,642-97.2% | $158+18.6% |