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 | $110,896 |
STIFEL NICOLAUS & CO INC2 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $51,492 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,118 | $58,083+99.9% | $80,019+45.1% | $56,287+106.3% |
| Participation rate | 89.4% | 73.6%+15.7pp | 75.8%+13.5pp | 69.9%+19.5pp |
| Annual return | 9.41% | 34.61%-25.2pp | 11.22%-1.8pp | -9.96%+19.4pp |
| Employer contribution / active EE | $4,553 | $1,932+135.6% | $2,468+84.5% | $2,111+115.7% |
| Participant deferral / active EE | $5,446 | $3,135+73.7% | $3,686+47.8% | $3,350+62.6% |
| Admin fee / account holder | $625 | $623+0.3% | $6,521-90.4% | $521+19.9% |