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 | $1,250 |
Service code 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $250 |
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 | $34,465 | $65,376-47.3% | $87,100-60.4% | $65,185-47.1% |
| Participation rate | 94.2% | 75.3%+18.8pp | 76.9%+17.3pp | 70.2%+24.0pp |
| Annual return | 30.80% | 31.27%-0.5pp | 28.19%+2.6pp | 29.38%+1.4pp |
| Employer contribution / active EE | $2,240 | $1,822+22.9% | $2,521-11.1% | $2,177+2.9% |
| Participant deferral / active EE | $3,135 | $3,388-7.5% | $4,049-22.6% | $3,514-10.8% |
| Admin fee / account holder | $11 | $520-97.9% | $7,497-99.9% | $847-98.7% |