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 |
|---|---|---|
DARK HORSE FINANCIAL LLC1 year Service code 27 PO BOX 252 · HAYDEN, ID 83835 | Advisory (Plan) | $10,899 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,113 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $124 |
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 | $49,990 | $47,922+4.3% | $75,886-34.1% | $65,185-23.3% |
| Participation rate | 73.4% | 63.0%+10.4pp | 69.3%+4.1pp | 70.2%+3.2pp |
| Annual return | 22.15% | 24.12%-2.0pp | 30.76%-8.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,734 | $1,557+11.4% | $2,500-30.6% | $2,177-20.3% |
| Participant deferral / active EE | $3,273 | $2,550+28.3% | $3,603-9.2% | $3,514-6.9% |
| Admin fee / account holder | $287 | $532-46.0% | $5,418-94.7% | $847-66.1% |