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 | $32,480 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 2900 W 10TH ST · SIOUX FALLS, SD 57104 | Accounting | $12,114 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,707 | $66,813+122.6% | $100,516+47.9% | $73,488+102.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 14.93% | 25.70%-10.8pp | 30.89%-16.0pp | 28.51%-13.6pp |
| Employer contribution / active EE | $7,059 | $2,147+228.8% | $3,418+106.6% | $2,270+211.0% |
| Participant deferral / active EE | $8,493 | $5,883+44.4% | $6,270+35.5% | $3,740+127.1% |
| Admin fee / account holder | $267 | $512-47.8% | $8,081-96.7% | $513-47.9% |