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 | $35,846 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 15 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Recordkeeping | $31,510 |
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 | $34,918 | $107,378-67.5% | $108,579-67.8% | $57,658-39.4% |
| Participation rate | 92.8% | 77.1%+15.7pp | 79.6%+13.2pp | 70.2%+22.6pp |
| Annual return | 8.27% | 12.80%-4.5pp | -51.70%+60.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $543 | $1,782-69.5% | $3,758-85.5% | $1,974-72.5% |
| Participant deferral / active EE | $3,195 | $3,221-0.8% | $4,311-25.9% | $3,061+4.4% |
| Admin fee / account holder | $123 | $108+13.1% | $7,645-98.4% | $95+29.8% |