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 | $37,821 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $256 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,226 | $155,795-76.1% | $136,294-72.7% | $69,631-46.5% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 70.7%+13.1pp |
| Annual return | 24.14% | 232464.33%-232440.2pp | 5155.94%-5131.8pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $2,079 | $2,991-30.5% | $4,695-55.7% | $2,032+2.3% |
| Participant deferral / active EE | $6,504 | $5,394+20.6% | $6,247+4.1% | $3,224+101.8% |
| Admin fee / account holder | $60 | $128-53.1% | $9,243-99.3% | $110-45.5% |