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 6-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 | $16,043 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $5,547 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,567 | $99,957-55.4% | $149,696-70.2% | $73,488-39.4% |
| Participation rate | 93.7% | 75.7%+18.0pp | 82.5%+11.2pp | 70.7%+23.0pp |
| Annual return | 24.25% | 53.87%-29.6pp | 276.60%-252.3pp | 28.51%-4.3pp |
| Employer contribution / active EE | $2,637 | $3,191-17.4% | $4,644-43.2% | $2,270+16.2% |
| Participant deferral / active EE | $12,853 | $6,073+111.7% | $6,842+87.9% | $3,740+243.7% |
| Admin fee / account holder | $159 | $551-71.2% | $9,309-98.3% | $513-69.1% |