See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS Service code 14 7010 NORTH BROADWAY SUITE 101 · DENVER, CO 80221 | Plan Administrator | $14,387 |
BALDWIN & BALDWIN PLLC3+ years Service code 10 701 NORTH 44TH STREET · PHOENIX, AZ 85008 | Accounting | $9,546 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,545-100.0% | $92,233-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 17.02% | 19.71%-2.7pp | 176.28%-159.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $69 | $2,633-97.4% | $3,679-98.1% | $2,032-96.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |