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 | $31,483 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,665 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN EDWARDS & COMPANY LLP Service code 10 2 PLAYERS CLUB DR STE 100 · CHARLESTON, WV 25311 | Accounting | $9,900 |
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 | $22,867 | $56,485-59.5% | $185,823-87.7% | $86,799-73.7% |
| Participation rate | 86.6% | 65.5%+21.1pp | 81.7%+4.9pp | 72.3%+14.3pp |
| Annual return | 34.49% | 118.04%-83.5pp | 122.05%-87.6pp | 97.91%-63.4pp |
| Employer contribution / active EE | $1,073 | $1,843-41.8% | $5,167-79.2% | $2,405-55.4% |
| Participant deferral / active EE | $2,118 | $2,553-17.1% | $5,568-62.0% | $4,131-48.7% |
| Admin fee / account holder | $155 | $150+3.8% | $16,237-99.0% | $170-8.4% |