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 |
|---|---|---|
INVESCO2+ years Service code 51 · EIN 84-1142974 | Investment Mgmt Fees | $9,001 |
LT TRUST COMPANY2+ years Service code 15 · EIN 61-1607607 1675 BROADWAY ST. SUITE 500 · DENVER, CO 80202 | Recordkeeping | $6,663 |
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 | $85,539 | $75,183+13.8% | $123,892-31.0% | $55,167+55.1% |
| Participation rate | 86.5% | 72.8%+13.7pp | 81.4%+5.1pp | 69.0%+17.6pp |
| Annual return | 7.32% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,186 | $2,823-58.0% | $4,617-74.3% | $1,963-39.6% |
| Participant deferral / active EE | $4,980 | $5,084-2.1% | $5,984-16.8% | $3,054+63.1% |
| Admin fee / account holder | $89 | $663-86.6% | $8,357-98.9% | $504-82.3% |