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 9-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 |
|---|---|---|
WITHUMSMITH+BROWN, PC7+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $21,500 |
CONSTRUCTION BENEFITS AUDIT CORP7+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $15,761 |
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $10,765 |
SHERMAN & HOWARD7+ years Filed as: SHERMAN & HOWARD, LLC Service code 29 · EIN 84-0420314 | Legal | $6,693 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,565 | $84,487-16.5% | $125,339-43.7% | $66,914+5.5% |
| Participation rate | 95.5% | 76.4%+19.1pp | 82.4%+13.1pp | 69.8%+25.7pp |
| Annual return | 8.32% | -8.39%+16.7pp | 572.05%-563.7pp | 1.58%+6.7pp |
| Employer contribution / active EE | $6,098 | $3,553+71.6% | $4,814+26.7% | $2,544+139.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $287 | $685-58.1% | $10,010-97.1% | $593-51.6% |