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 | $41,120 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $34,186 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Employer contribution per participant 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 | $32,733 | $71,666-54.3% | $117,854-72.2% | $69,631-53.0% |
| Participation rate | 94.3% | 77.5%+16.8pp | 79.7%+14.6pp | 70.7%+23.6pp |
| Annual return | 20.25% | 18.86%+1.4pp | 335.08%-314.8pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $515 | $1,889-72.8% | $3,786-86.4% | $2,032-74.7% |
| Participant deferral / active EE | $2,919 | $3,340-12.6% | $4,482-34.9% | $3,224-9.5% |
| Admin fee / account holder | $114 | $120-5.4% | $8,020-98.6% | $110+3.1% |