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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,144 |
MURPHY ANDERSON PLLC2 years Filed as: MURPHY & MURPHY CPA LLC Service code 10 108A LA GRANGE AVE · LA PLATA, MD 20646 | Accounting | $7,700 |
SANDY DEREZIL2 years Filed as: SANDY SPRING INSURANCE CORPORATION Service code 99 170 JENNIFER RD STE 200 · ANNAPOLIS, MD 21401 | Other Fees | $216 |
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 | $110,754 | $99,957+10.8% | $149,696-26.0% | $73,488+50.7% |
| Participation rate | 89.5% | 75.7%+13.8pp | 82.5%+7.0pp | 70.7%+18.8pp |
| Annual return | 24.66% | 53.87%-29.2pp | 276.60%-251.9pp | 28.51%-3.9pp |
| Employer contribution / active EE | $1,223 | $3,191-61.7% | $4,644-73.7% | $2,270-46.1% |
| Participant deferral / active EE | $6,794 | $6,073+11.9% | $6,842-0.7% | $3,740+81.7% |
| Admin fee / account holder | $141 | $551-74.4% | $9,309-98.5% | $513-72.5% |