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 |
|---|---|---|
TRAVIS WOLFF, LLP1+ years Filed as: TRAVIS WOLFF LLP Service code 10 15950 N DALLAS PARKWAY SUITE 600 · DALLAS, TX 75248 | Accounting | $18,081 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,876 | $88,324-17.5% | $115,037-36.6% | $55,191+32.0% |
| Participation rate | 65.7% | 72.5%-6.8pp | 81.4%-15.6pp | 69.2%-3.4pp |
| Annual return | 0.34% | 6.30%-6.0pp | 26.14%-25.8pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,388 | $2,805-50.5% | $4,608-69.9% | $1,899-26.9% |
| Participant deferral / active EE | $4,547 | $5,042-9.8% | $6,026-24.5% | $3,046+49.3% |
| Admin fee / account holder | $55 | $105-47.7% | $8,175-99.3% | $91-39.3% |