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 | $63,468 |
STIFEL NICOLAUS & CO INC4 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $53,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,368 | $70,908+72.6% | $98,907+23.7% | $73,488+66.5% |
| Participation rate | 98.5% | 73.8%+24.7pp | 76.0%+22.5pp | 70.7%+27.8pp |
| Annual return | 9.66% | 34.17%-24.5pp | 196.43%-186.8pp | 28.51%-18.8pp |
| Employer contribution / active EE | $4,638 | $2,036+127.7% | $2,689+72.5% | $2,270+104.3% |
| Participant deferral / active EE | $7,077 | $3,500+102.2% | $4,244+66.7% | $3,740+89.2% |
| Admin fee / account holder | $463 | $535-13.4% | $6,642-93.0% | $513-9.7% |