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 |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $13,684 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,315 | $33,745+37.3% | $64,105-27.8% | $55,191-16.1% |
| Participation rate | 83.1% | 59.4%+23.7pp | 68.2%+14.9pp | 69.2%+13.9pp |
| Annual return | -2.56% | 4.95%-7.5pp | 791.24%-793.8pp | 10.78%-13.3pp |
| Employer contribution / active EE | $1,051 | $641+63.9% | $1,820-42.3% | $1,899-44.7% |
| Participant deferral / active EE | $4,167 | $1,929+116.0% | $2,822+47.7% | $3,046+36.8% |
| Admin fee / account holder | $35 | $94-63.2% | $4,499-99.2% | $91-61.8% |