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 |
|---|---|---|
CURIO WEALTH1 year Service code 26 · EIN 93-2822251 | Advisory (Participants) | $14,539 |
Filed as: CASTLE ROCK PRIVATE WEALTH Service code 26 5251 DTC PARKWAY, SUITE 1045 · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $5,849 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $4,333 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,264 | $106,028+270.0% | $146,958+166.9% | $77,643+405.2% |
| Participation rate | 70.8% | 78.4%-7.5pp | 82.2%-11.3pp | 70.6%+0.3pp |
| Annual return | 12.94% | 56.73%-43.8pp | 418.34%-405.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,537 | $4,063-62.2% | $4,933-68.8% | $2,726-43.6% |
| Participant deferral / active EE | $9,853 | $7,990+23.3% | $8,070+22.1% | $4,647+112.0% |
| Admin fee / account holder | $88 | $337-73.8% | $12,998-99.3% | $430-79.5% |