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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 21 5251 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $33,565 |
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $22,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,280 | $84,487-3.8% | $125,339-35.2% | $66,914+21.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 17.84% | -8.39%+26.2pp | 572.05%-554.2pp | 1.58%+16.3pp |
| Employer contribution / active EE | $8,547 | $3,553+140.6% | $4,814+77.6% | $2,544+235.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $275 | $685-59.9% | $10,010-97.3% | $593-53.6% |