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 |
|---|---|---|
DIX BARRETT & STILTNER PC2+ years Service code 12 · EIN 84-1354884 5670 GREENWOOD PLAZA BLVD 505 · GREENWOOD VILLAGE, CO 80111 | Claims processing | $25,500 |
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 | $0 | $51,466-100.0% | $78,778-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 59.8%-59.8pp | 69.2%-69.2pp | 69.5%-69.5pp |
| Annual return | 5.41% | 19.96%-14.5pp | 35.62%-30.2pp | 28.90%-23.5pp |
| Employer contribution / active EE | $3,260 | $827+294.1% | $1,986+64.2% | $2,042+59.7% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |