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 | $939 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $117,643 | $73,102+60.9% | $123,544-4.8% | $56,287+109.0% |
| Participation rate | 98.0% | 74.3%+23.6pp | 82.3%+15.7pp | 69.9%+28.1pp |
| Annual return | -8.72% | 3.01%-11.7pp | 119.20%-127.9pp | -9.96%+1.2pp |
| Employer contribution / active EE | $8,399 | $2,977+182.1% | $4,628+81.5% | $2,111+297.9% |
| Participant deferral / active EE | $8,772 | $5,423+61.8% | $6,426+36.5% | $3,350+161.9% |
| Admin fee / account holder | $6 | $554-98.9% | $9,284-99.9% | $521-98.8% |