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 |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $8,388 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,950 | $33,745+131.0% | $64,105+21.6% | $55,191+41.2% |
| Participation rate | 62.7% | 59.4%+3.4pp | 68.2%-5.4pp | 69.2%-6.4pp |
| Annual return | -1.47% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.3pp |
| Employer contribution / active EE | $642 | $641+0.1% | $1,820-64.7% | $1,899-66.2% |
| Participant deferral / active EE | $2,792 | $1,929+44.7% | $2,822-1.1% | $3,046-8.3% |
| Admin fee / account holder | $27 | $94-71.2% | $4,499-99.4% | $91-70.1% |