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, PC1 year Service code 12 · EIN 83-0638075 10141 SPRING GREEN DRIVE · ENGLEWOOD, CO 80112 | Claims processing | $27,000 |
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 | $49,138-100.0% | $84,015-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 60.7%-60.7pp | 69.0%-69.0pp | 70.2%-70.2pp |
| Annual return | 7.11% | 23.00%-15.9pp | 71.31%-64.2pp | 29.38%-22.3pp |
| Employer contribution / active EE | $4,721 | $914+416.7% | $1,983+138.0% | $2,177+116.9% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,101-100.0% | $847-100.0% |