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 |
|---|---|---|
H BECK INC2 years Service code 27 2440 RESEARCH BLVD STE 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $37,836 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,749 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,452 |
POLLARD & ASSOCIATES, INC.2 years Filed as: POLLARD & ASSOCIATES INC Service code 13 ONE NORTH PARK DRIVE · HUNT VALLEY, MD 21030 | Contract Administrator | $8,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,094 | $99,957+34.2% | $149,696-10.4% | $73,488+82.5% |
| Participation rate | 82.7% | 75.7%+7.0pp | 82.5%+0.3pp | 70.7%+12.0pp |
| Annual return | 17.67% | 53.87%-36.2pp | 276.60%-258.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $5,934 | $3,191+86.0% | $4,644+27.8% | $2,270+161.4% |
| Participant deferral / active EE | $11,646 | $6,073+91.8% | $6,842+70.2% | $3,740+211.4% |
| Admin fee / account holder | $292 | $551-47.0% | $9,309-96.9% | $513-43.1% |