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 8-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 · EIN 13-3689044 | Recordkeeping | $28,557 |
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY PENNER & BENTON LLP Service code 10 · EIN 39-0747409 | Accounting | $6,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $56,200 | $70,908-20.7% | $98,907-43.2% | $73,488-23.5% |
| Participation rate | 95.4% | 73.8%+21.6pp | 76.0%+19.3pp | 70.7%+24.7pp |
| Annual return | 14.90% | 34.17%-19.3pp | 196.43%-181.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,033 | $2,036-0.2% | $2,689-24.4% | $2,270-10.4% |
| Participant deferral / active EE | $4,770 | $3,500+36.3% | $4,244+12.4% | $3,740+27.6% |
| Admin fee / account holder | $274 | $535-48.8% | $6,642-95.9% | $513-46.7% |