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 | $11,628 |
TRISTAR PENSION LTD1 year Filed as: TRISTAR PENSION, LTD. Service code 13 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $8,615 |
Filed as: GALLAGHER BENEFIT SERVICES .00 INC Service code 99 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Other Fees | $6,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $2,950 |
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 | $36,574 | $49,138-25.6% | $84,015-56.5% | $65,185-43.9% |
| Participation rate | 76.7% | 60.7%+16.0pp | 69.0%+7.7pp | 70.2%+6.5pp |
| Annual return | 21.93% | 23.00%-1.1pp | 71.31%-49.4pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,020 | $914+11.6% | $1,983-48.6% | $2,177-53.1% |
| Participant deferral / active EE | $1,498 | $2,397-37.5% | $3,239-53.8% | $3,514-57.4% |
| Admin fee / account holder | $201 | $543-63.0% | $6,101-96.7% | $847-76.3% |