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 | $7,473 |
Filed as: BENEFIT CONSULTING GROUP OF PR Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $180 |
Filed as: ADVISED ASSSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,123 | $69,515-72.5% | $86,874-78.0% | $85,850-77.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 11.38% | 20.12%-8.7pp | 63.52%-52.1pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,514 | $1,880+86.9% | $2,495+40.8% | $2,565+37.0% |
| Participant deferral / active EE | $3,013 | $2,919+3.2% | $3,699-18.6% | $3,952-23.8% |
| Admin fee / account holder | $960 | $5,972-83.9% | $5,828-83.5% | $6,260-84.7% |