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 5-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 | $2,960 |
ENTERPRISE BANK & TRUST1+ years Filed as: FUND ONE ENTERPRISE HOLDINGS LLC Service code 13 PO BOX 628 · SMITHTOWN, NY 11787 | Contract Administrator | $300 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $51 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,540 | $84,936-98.2% | $111,297-98.6% | $79,386-98.1% |
| Participation rate | 86.4% | 75.9%+10.5pp | 77.3%+9.1pp | 70.7%+15.7pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.65%-54.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,350 | $3,888-65.3% | $4,487-69.9% | $4,046-66.6% |
| Admin fee / account holder | $15 | $537-97.1% | $7,964-99.8% | $626-97.5% |