See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,944 |
RATHER & KITTRELL, INC.5 years Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $25,000 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $23,464 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,650 | $106,028-44.7% | $146,958-60.1% | $77,643-24.5% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 14.85% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,162 | $4,063-22.2% | $4,933-35.9% | $2,726+16.0% |
| Participant deferral / active EE | $8,950 | $7,990+12.0% | $8,070+10.9% | $4,647+92.6% |
| Admin fee / account holder | $246 | $337-27.2% | $12,998-98.1% | $430-42.9% |