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 | $47,680 |
Service code 13 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Contract Administrator | $24,032 |
SMART INVESTOR4+ years Service code 27 · EIN 48-1289192 5800 STANFORD RANCH ROAD, STE. 800 · ROCKLIN, CA 95765 | Advisory (Plan) | $22,115 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,350 | $55,449-38.1% | $83,848-59.0% | $56,287-39.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -9.03% | -1.38%-7.7pp | 850.88%-859.9pp | -9.96%+0.9pp |
| Employer contribution / active EE | $8,146 | $2,430+235.2% | $3,631+124.3% | $2,111+285.9% |
| Participant deferral / active EE | $3,044 | $2,935+3.7% | $4,082-25.4% | $3,350-9.1% |
| Admin fee / account holder | $259 | $656-60.6% | $5,478-95.3% | $521-50.3% |