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 | $36,726 |
CUTTER & COMPANY, INC2+ years Filed as: CUTTER AND COMPANY BROKERAGE INC DB Service code 27 15415 CLAYTON RD · BALLWIN, MO 63011 | Advisory (Plan) | $20,899 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,354 |
HAMMERMAN, GRAF, HUGHES & CO.2+ years Service code 10 4486 INDIAN RIPPLE RD · DAYTON, OH 45440 | Accounting | $5,500 |
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 | $34,391 | $75,183-54.3% | $123,892-72.2% | $55,167-37.7% |
| Participation rate | 99.0% | 72.8%+26.2pp | 81.4%+17.6pp | 69.0%+30.0pp |
| Annual return | 10.23% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,886 | $2,823+2.2% | $4,617-37.5% | $1,963+47.1% |
| Participant deferral / active EE | $7,136 | $5,084+40.4% | $5,984+19.3% | $3,054+133.7% |
| Admin fee / account holder | $241 | $663-63.7% | $8,357-97.1% | $504-52.3% |