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 27 4643 S. ULSTER STREET · DENVER, CO 80237 | Advisory (Plan) | $30,412 |
SCHAEFER FINANCIAL MANAGEMENT8+ years Service code 27 · EIN 84-1593457 | Advisory (Plan) | $9,218 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,932 |
PRIVATE ADVISOR GROUP LLC6 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 27 · EIN 37-1711781 | Advisory (Plan) | $4,421 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $796 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,064 | $84,487+59.9% | $125,339+7.8% | $66,914+101.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -12.75% | -8.39%-4.4pp | 572.05%-584.8pp | 1.58%-14.3pp |
| Employer contribution / active EE | $5,155 | $3,553+45.1% | $4,814+7.1% | $2,544+102.6% |
| Participant deferral / active EE | $7,520 | $6,781+10.9% | $7,446+1.0% | $4,237+77.5% |
| Admin fee / account holder | $26 | $685-96.2% | $10,010-99.7% | $593-95.7% |