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 | $50,767 |
EIDE BAILLY LLP4+ years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $13,102 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,843 | $60,396+396.5% | $111,392+169.2% | $56,287+432.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.9%+21.1pp | 69.9%+30.1pp |
| Annual return | -3.82% | 20.26%-24.1pp | -2.06%-1.8pp | -9.96%+6.1pp |
| Employer contribution / active EE | $10,657 | $3,459+208.1% | $4,328+146.2% | $2,111+404.8% |
| Participant deferral / active EE | $12,406 | $4,421+180.6% | $5,567+122.8% | $3,350+270.4% |
| Admin fee / account holder | $241 | $610-60.5% | $12,266-98.0% | $521-53.7% |