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 |
|---|---|---|
Filed as: WESTERN WEALTH MANAGEMENT, LLC Service code 27 5251 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $92,022 |
JONES MERTSCHING CPAS, P.C.11+ years Service code 10 · EIN 84-0919886 32186 CASTLE COURT SUITE 220 · EVERGREEN, CO 80439 | Accounting | $13,500 |
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 | $231,804 | $57,831+300.8% | $82,389+181.4% | $85,563+170.9% |
| Participation rate | 99.1% | 55.0%+44.1pp | 69.5%+29.6pp | 66.0%+33.2pp |
| Annual return | 7.95% | 17.86%-9.9pp | 28.67%-20.7pp | 31.51%-23.6pp |
| Employer contribution / active EE | $4,094 | $1,643+149.2% | $2,517+62.6% | $2,654+54.3% |
| Participant deferral / active EE | $5,080 | $3,118+62.9% | $4,155+22.3% | $4,375+16.1% |
| Admin fee / account holder | $254 | $1,391-81.8% | $7,231-96.5% | $834-69.6% |