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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,268 |
PARK CAPITAL MANAGEMENT LLC3 years Service code 26 700 REGENT ST · MADISON, WI 53715 | Advisory (Participants) | $17,206 |
Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 537172919 | Contract Administrator | $4,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $15,573 | $62,928-75.3% | $172,739-91.0% | $67,579-77.0% |
| Participation rate | 20.7% | 64.5%-43.7pp | 82.6%-61.9pp | 71.3%-50.5pp |
| Annual return | 23.06% | 30.36%-7.3pp | 802.84%-779.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $415 | $2,145-80.7% | $5,198-92.0% | $3,539-88.3% |
| Admin fee / account holder | $262 | $167+57.0% | $13,954-98.1% | $142+83.8% |