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 9-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 | $53,402 |
ABIP, P.C.1 year Filed as: ABIP PC Service code 10 1717 SAINT JAMES PL STE 500 · HOUSTON, TX 77056 | Accounting | $15,000 |
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 | $88,648 | $58,655+51.1% | $91,989-3.6% | $65,185+36.0% |
| Participation rate | 95.7% | 75.3%+20.4pp | 78.6%+17.0pp | 70.2%+25.5pp |
| Annual return | 24.16% | 33.92%-9.8pp | 69.02%-44.9pp | 29.38%-5.2pp |
| Employer contribution / active EE | $5,902 | $2,080+183.7% | $3,452+71.0% | $2,177+171.2% |
| Participant deferral / active EE | $8,518 | $5,474+55.6% | $5,923+43.8% | $3,514+142.4% |
| Admin fee / account holder | $238 | $434-45.3% | $7,743-96.9% | $847-72.0% |