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 | $46,081 |
REGIONS BANK2+ years Service code 99 P O BOX 11007 · BIRMINGHAM, AL 35288 | Other Fees | $23,763 |
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 | $34,679 | $64,954-46.6% | $115,752-70.0% | $62,292-44.3% |
| Participation rate | 89.4% | 73.0%+16.4pp | 77.8%+11.7pp | 69.5%+19.9pp |
| Annual return | 18.74% | 24.87%-6.1pp | 19.41%-0.7pp | 28.90%-10.2pp |
| Employer contribution / active EE | $1,849 | $2,344-21.1% | $3,492-47.1% | $2,042-9.5% |
| Participant deferral / active EE | $3,451 | $3,665-5.8% | $5,204-33.7% | $3,169+8.9% |
| Admin fee / account holder | $171 | $414-58.6% | $6,278-97.3% | $479-64.3% |