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, CO 80111 | Recordkeeping Fees | $19,206 |
FIRST ASSET FINANCIAL3 years Filed as: FIRST ASSET FINANCIAL INC Service code 55 | Other Commissions | $9,136 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 | Contract Administrator | $1,834 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6011 WEST COURTYARD DR STE 405 · AUSTIN, TX 78730 | Other Fees | $917 |
GOLDLEAF PARTNERS3 years Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $130 |
FIRST ASSET FINANCIAL3 years Service code 55 PO BOX 1364 · SALINA, KS 67402 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,798 | $157,256-32.7% | $141,162-25.1% | $152,861-30.8% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 15.62% | 64.32%-48.7pp | 71.39%-55.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $3,407 | $5,261-35.2% | $4,735-28.0% | $4,762-28.5% |
| Participant deferral / active EE | $4,309 | $7,109-39.4% | $6,709-35.8% | $5,850-26.3% |
| Admin fee / account holder | $5,507 | $12,120-54.6% | $10,261-46.3% | $11,596-52.5% |