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 | $384,291 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
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 | $79,881 | $82,783-3.5% | $133,956-40.4% | $90,288-11.5% |
| Participation rate | 97.4% | 81.3%+16.1pp | 79.8%+17.6pp | 73.4%+24.0pp |
| Annual return | 14.99% | 21.89%-6.9pp | 45.09%-30.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $3,556 | $2,388+48.9% | $3,919-9.3% | $2,524+40.9% |
| Participant deferral / active EE | $4,444 | $4,291+3.6% | $5,048-12.0% | $4,232+5.0% |
| Admin fee / account holder | $87 | $93-6.5% | $8,927-99.0% | $114-23.9% |