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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,143 |
Filed as: PRINCIPAL SECURITIES Service code 55 | Other Commissions | $19,122 |
ASCENSUS LLC4 years Filed as: PENSION ADMINISTRATORS LLC Service code 13 18033 OAK STREET · OMAHA, NE 68130 | Contract Administrator | $9,522 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,598 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $3,311 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH STREET · DES MOINES, IA 50392 | Other Commissions | $0 |
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 | $35,879 | $56,972-37.0% | $182,532-80.3% | $65,185-45.0% |
| Participation rate | 85.5% | 66.5%+18.9pp | 78.0%+7.5pp | 70.2%+15.3pp |
| Annual return | 23.35% | 27.67%-4.3pp | 148.54%-125.2pp | 29.38%-6.0pp |
| Employer contribution / active EE | $894 | $1,615-44.6% | $4,076-78.1% | $2,177-58.9% |
| Participant deferral / active EE | $2,379 | $3,526-32.5% | $5,524-56.9% | $3,514-32.3% |
| Admin fee / account holder | $197 | $528-62.7% | $8,592-97.7% | $847-76.7% |