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 | $64,254 |
EIDE BAILLY LLP5+ years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $13,500 |
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 | $350,798 | $67,703+418.1% | $127,761+174.6% | $65,185+438.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 20.57% | 24.36%-3.8pp | 26.14%-5.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $11,836 | $3,724+217.9% | $4,574+158.8% | $2,177+443.8% |
| Participant deferral / active EE | $12,961 | $4,787+170.7% | $6,021+115.2% | $3,514+268.9% |
| Admin fee / account holder | $293 | $618-52.6% | $9,395-96.9% | $847-65.4% |