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 | $6,913 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $685,560 | $104,475+556.2% | $159,436+330.0% | $79,386+763.6% |
| Participation rate | 94.3% | 76.6%+17.7pp | 82.8%+11.5pp | 70.7%+23.6pp |
| Annual return | 13.78% | 67.95%-54.2pp | 263.57%-249.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $10,943 | $3,417+220.3% | $4,829+126.6% | $2,427+350.8% |
| Participant deferral / active EE | $12,182 | $6,467+88.4% | $7,352+65.7% | $4,046+201.1% |
| Admin fee / account holder | $25 | $711-96.5% | $10,799-99.8% | $626-96.0% |