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, LLP2+ years Filed as: TRAVIS WOLFF LLP Service code 10 15950 N DALLAS PARKWAY SUITE 600 · DALLAS, TX 75248 | Accounting | $18,224 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
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 | $80,810 | $80,177+0.8% | $123,892-34.8% | $57,658+40.2% |
| Participation rate | 67.1% | 74.4%-7.3pp | 81.4%-14.3pp | 70.2%-3.1pp |
| Annual return | 9.70% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,592 | $2,913-45.3% | $4,617-65.5% | $1,974-19.3% |
| Participant deferral / active EE | $5,372 | $5,130+4.7% | $5,984-10.2% | $3,061+75.5% |
| Admin fee / account holder | $56 | $106-47.5% | $8,357-99.3% | $95-41.0% |