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 | $10,733 |
ERWIN & COMPANY PA1 year Service code 10 6311 RANCH DR · LITTLE ROCK, AR 72223 | Accounting | $8,042 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,472 |
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 | $47,118 | $81,947-42.5% | $105,387-55.3% | $72,985-35.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.19% | 42.90%-22.7pp | 26.82%-6.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,651 | $3,468-52.4% | $4,213-60.8% | $2,440-32.3% |
| Participant deferral / active EE | $3,383 | $4,494-24.7% | $5,502-38.5% | $3,607-6.2% |
| Admin fee / account holder | $211 | $6,258-96.6% | $6,559-96.8% | $5,124-95.9% |