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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,490 |
IMA WEALTH INC5 years Service code 55 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Other Commissions | $56,572 |
Filed as: BOULDER SCIENTIFIC COMPANY LLC Service code 99 598 3RD ST PO BOX 548 · MEAD, CO 80542 | Other Fees | $14,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,761 | $79,428+50.8% | $106,548+12.4% | $79,386+50.9% |
| Participation rate | 99.4% | 74.1%+25.3pp | 76.1%+23.3pp | 70.7%+28.7pp |
| Annual return | 14.01% | 18.27%-4.3pp | 26.80%-12.8pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,710 | $2,234+66.1% | $2,819+31.6% | $2,427+52.8% |
| Participant deferral / active EE | $6,567 | $3,823+71.8% | $4,398+49.3% | $4,046+62.3% |
| Admin fee / account holder | $431 | $523-17.5% | $7,407-94.2% | $626-31.1% |