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 · EIN 35-0145825 | Recordkeeping | $19,772 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
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 | $94,458 | $57,384+64.6% | $106,387-11.2% | $56,287+67.8% |
| Participation rate | 72.3% | 71.3%+1.0pp | 77.5%-5.2pp | 69.9%+2.4pp |
| Annual return | -2.66% | 5.91%-8.6pp | 0.25%-2.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $2,590 | $2,348+10.3% | $3,520-26.4% | $2,111+22.7% |
| Participant deferral / active EE | $4,286 | $3,799+12.8% | $5,421-20.9% | $3,350+28.0% |
| Admin fee / account holder | $185 | $566-67.3% | $7,510-97.5% | $521-64.4% |