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 | $76,440 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,883 | $84,948+31.7% | $70,449+58.8% | $73,409+52.4% |
| Participation rate | 86.6% | 79.9%+6.7pp | 75.1%+11.5pp | 72.2%+14.4pp |
| Annual return | 14.15% | 13.39%+0.8pp | 109.03%-94.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $8,665 | $2,834+205.8% | $2,737+216.6% | $2,234+287.9% |
| Participant deferral / active EE | $5,940 | $3,387+75.4% | $3,709+60.2% | $3,805+56.1% |
| Admin fee / account holder | $119 | $98+21.3% | $3,845-96.9% | $158-24.6% |