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 | $51,092+353.7% | $76,735+202.1% | $79,634+191.1% |
| Participation rate | 99.1% | 50.2%+48.9pp | 69.5%+29.6pp | 62.5%+36.6pp |
| Annual return | 7.95% | 18.04%-10.1pp | 29.77%-21.8pp | 36.46%-28.5pp |
| Employer contribution / active EE | $4,094 | $1,519+169.6% | $2,454+66.8% | $2,529+61.9% |
| Participant deferral / active EE | $5,080 | $2,529+100.8% | $4,088+24.3% | $3,835+32.5% |
| Admin fee / account holder | $254 | $1,865-86.4% | $7,189-96.5% | $1,002-74.7% |