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 PC3+ years Service code 12 · EIN 84-1354884 7807 E PEAKVIEW AVE · CENTENNIAL, CO 80111 | Claims processing | $26,000 |
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 | $42,548-100.0% | $74,550-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 60.5%-60.5pp | 69.1%-69.1pp | 69.9%-69.9pp |
| Annual return | 13.06% | 12.40%+0.7pp | 32.53%-19.5pp | -9.96%+23.0pp |
| Employer contribution / active EE | $4,808 | $855+462.2% | $1,961+145.2% | $2,111+127.7% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |