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 | $4,699 |
Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $2,831 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,621 | $91,190-96.0% | $178,490-98.0% | $79,858-95.5% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 16.48% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $884 | $3,256-72.8% | $5,011-82.3% | $2,471-64.2% |
| Participant deferral / active EE | $1,020 | $3,236-68.5% | $5,202-80.4% | $3,740-72.7% |
| Admin fee / account holder | $39 | $6,751-99.4% | $13,984-99.7% | $5,306-99.3% |