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 |
|---|---|---|
R W & ASSOCIATES, PC8 years Service code 12 · EIN 83-0638075 10141 SPRING GREEN DRIVE · ENGLEWOOD, CO 80112 | Claims processing | $44,600 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,800 | $75,125+58.1% | $237,244-49.9% | $75,125+58.1% |
| Participation rate | 100.0% | 56.0%+44.0pp | 80.3%+19.7pp | 56.0%+44.0pp |
| Annual return | 12.78% | 14.51%-1.7pp | 4131.29%-4118.5pp | 14.51%-1.7pp |
| Employer contribution / active EE | $10,791 | $3,379+219.4% | $4,351+148.0% | $3,379+219.4% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,056-100.0% | $2,962-100.0% |
| Admin fee / account holder | $150 | $1,235-87.9% | $18,030-99.2% | $1,235-87.9% |