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 | $49,748 |
Service code 21 401 NORTH 31ST ST · BILLINGS, MT 59101 | Bank Trustee | $49,082 |
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 | $82,255 | $75,388+9.1% | $123,544-33.4% | $55,725+47.6% |
| Participation rate | 89.4% | 75.7%+13.7pp | 82.3%+7.1pp | 70.9%+18.5pp |
| Annual return | -2.78% | 4.48%-7.3pp | 119.20%-122.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $2,585 | $3,063-15.6% | $4,628-44.1% | $2,078+24.4% |
| Participant deferral / active EE | $4,607 | $5,651-18.5% | $6,426-28.3% | $3,356+37.3% |
| Admin fee / account holder | $119 | $120-1.0% | $9,284-98.7% | $115+2.9% |