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 |
|---|---|---|
COMPUSYS OF COLORADO6+ years Filed as: COMPUSYS OF COLORADO, INC. Service code 13 · EIN 84-0721304 | Contract Administrator | $54,000 |
STRATEGIC CAPITAL ADVISERS4 years Filed as: STRATEGIC CAPITAL ADVISERS, INC. Service code 28 · EIN 84-1522071 | Investment Management | $32,870 |
NEEDLES & ASSOCIATES, LLC6+ years Service code 10 · EIN 51-0435869 | Accounting | $27,272 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $21,531 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 11.22% | 9.38%+1.8pp | 8.01%+3.2pp | 9.29%+1.9pp |
| Employer contribution / active EE | $13,992 | $9,605+45.7% | $29,475-52.5% | $15,168-7.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |