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 | $6,197 |
REGIONS BANK3+ years Service code 99 PO BOX 11007 · BIRMINGHANM, AL 35288 | Other Fees | $2,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,541 | $55,453-43.1% | $170,442-81.5% | $62,292-49.4% |
| Participation rate | 66.8% | 66.4%+0.4pp | 83.6%-16.8pp | 69.5%-2.7pp |
| Annual return | 12.87% | 21.38%-8.5pp | 205.93%-193.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,124 | $2,164-48.1% | $5,433-79.3% | $2,042-45.0% |
| Participant deferral / active EE | $1,950 | $2,303-15.3% | $4,939-60.5% | $3,169-38.5% |
| Admin fee / account holder | $60 | $455-86.9% | $13,880-99.6% | $479-87.5% |