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 | $496,556 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,668 | $91,746-9.9% | $146,665-43.6% | $93,030-11.1% |
| Participation rate | 97.9% | 80.9%+16.9pp | 80.1%+17.8pp | 73.9%+24.0pp |
| Annual return | 12.47% | 18.28%-5.8pp | 22.74%-10.3pp | 158.70%-146.2pp |
| Employer contribution / active EE | $3,898 | $2,815+38.5% | $4,136-5.8% | $2,706+44.1% |
| Participant deferral / active EE | $4,969 | $4,589+8.3% | $5,506-9.7% | $4,562+8.9% |
| Admin fee / account holder | $98 | $101-2.8% | $10,280-99.0% | $152-35.2% |