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 52 · EIN 13-5674085 | Indirect Investment Fees | $51,242 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,648 | $71,192+10.5% | $117,854-33.3% | $62,292+26.3% |
| Participation rate | 96.9% | 74.2%+22.6pp | 79.7%+17.2pp | 69.5%+27.3pp |
| Annual return | 16.56% | 18.66%-2.1pp | 335.08%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $3,731 | $1,934+92.9% | $3,786-1.5% | $2,042+82.7% |
| Participant deferral / active EE | $6,577 | $3,189+106.3% | $4,482+46.8% | $3,169+107.5% |
| Admin fee / account holder | $1 | $587-99.9% | $8,020-100.0% | $479-99.9% |