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, PC4 years Service code 12 · EIN 83-0638075 10141 SPRING GREEN DRIVE · ENGLEWOOD, CO 80112 | Claims processing | $31,600 |
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 | $106,868 | $49,451+116.1% | $79,550+34.3% | $66,914+59.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | 22.70% | 84.25%-61.6pp | 0.16%+22.5pp | 1.58%+21.1pp |
| Employer contribution / active EE | $7,759 | $1,266+513.1% | $2,413+221.5% | $2,544+205.0% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $128 | $595-78.5% | $6,832-98.1% | $593-78.4% |