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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $198,613 |
Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 30309 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $48,790 | $82,204-40.6% | $130,648-62.7% | $82,204-40.6% |
| Participation rate | 26.8% | 73.4%-46.6pp | 71.7%-45.0pp | 73.4%-46.6pp |
| Annual return | 21.86% | 26.31%-4.4pp | 1708.96%-1687.1pp | 26.31%-4.4pp |
| Employer contribution / active EE | $641 | $2,707-76.3% | $4,092-84.3% | $2,707-76.3% |
| Participant deferral / active EE | $845 | $4,246-80.1% | $3,603-76.5% | $4,246-80.1% |
| Admin fee / account holder | $68 | $76-9.7% | $5,464-98.8% | $76-9.7% |