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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $186,168 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,696 | $95,542-3.0% | $69,455+33.5% | $67,579+37.2% |
| Participation rate | 93.5% | 79.4%+14.2pp | 74.6%+18.9pp | 71.3%+22.2pp |
| Annual return | 21.41% | 17.67%+3.7pp | 28.97%-7.6pp | 378.56%-357.2pp |
| Employer contribution / active EE | $7,994 | $2,989+167.5% | $2,779+187.6% | $2,148+272.2% |
| Participant deferral / active EE | $7,189 | $3,263+120.3% | $3,535+103.3% | $3,539+103.1% |
| Admin fee / account holder | $114 | $90+27.4% | $3,839-97.0% | $142-19.6% |