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, PC7 years Service code 12 · EIN 83-0638075 10141 SPRING GREEN DRIVE · ENGLEWOOD, CO 80112 | Claims processing | $42,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,764 | $56,767+82.8% | $101,794+1.9% | $85,563+21.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 69.2%+30.8pp | 66.0%+34.0pp |
| Annual return | 5.52% | 17.76%-12.2pp | 30.53%-25.0pp | 31.51%-26.0pp |
| Employer contribution / active EE | $11,679 | $1,112+950.1% | $2,289+410.2% | $2,654+340.1% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $138 | $1,098-87.4% | $8,777-98.4% | $834-83.5% |