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 | $1,600 |
Filed as: BREMER TRUST NA Service code 21 · EIN 41-1565461 1100 W ST GERMAIN ST, PO BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $323 |
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 | $24,986 | $59,186-57.8% | $76,768-67.5% | $56,287-55.6% |
| Participation rate | 94.6% | 75.2%+19.4pp | 77.0%+17.7pp | 69.9%+24.8pp |
| Annual return | -6.00% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,872 | $1,759+6.5% | $2,485-24.7% | $2,111-11.3% |
| Participant deferral / active EE | $2,763 | $3,255-15.1% | $3,852-28.3% | $3,350-17.5% |
| Admin fee / account holder | $14 | $489-97.2% | $6,675-99.8% | $521-97.4% |