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 | $57,948 |
REGIONS BANK3+ years Service code 99 P O BOX 11007 · BIRMINGHAM, AL 35288 | Other Fees | $28,464 |
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 | $32,212 | $57,384-43.9% | $106,387-69.7% | $56,287-42.8% |
| Participation rate | 90.3% | 71.3%+19.0pp | 77.5%+12.9pp | 69.9%+20.5pp |
| Annual return | -1.78% | 5.91%-7.7pp | 0.25%-2.0pp | -9.96%+8.2pp |
| Employer contribution / active EE | $1,872 | $2,348-20.3% | $3,520-46.8% | $2,111-11.3% |
| Participant deferral / active EE | $3,432 | $3,799-9.6% | $5,421-36.7% | $3,350+2.5% |
| Admin fee / account holder | $186 | $566-67.1% | $7,510-97.5% | $521-64.3% |