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 | $42,649 |
Service code 99 401 NORTH 31ST ST · BILLINGS, MT 59101 | Other Fees | $25,215 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,140 | $73,102-27.3% | $123,544-57.0% | $56,287-5.6% |
| Participation rate | 97.4% | 74.3%+23.1pp | 82.3%+15.1pp | 69.9%+27.5pp |
| Annual return | -5.02% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,701 | $5,423-50.2% | $6,426-58.0% | $3,350-19.4% |
| Admin fee / account holder | $462 | $554-16.6% | $9,284-95.0% | $521-11.4% |