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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,725 |
Service code 27 · EIN 51-0492818 1920 MAIN ST., SUITE 800 · IRVINE, CA 92614 | Advisory (Plan) | $43,360 |
Service code 33 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage | $239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,065 | $55,453+183.2% | $170,442-7.8% | $62,292+152.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.89% | 21.38%-4.5pp | 205.93%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $10,957 | $2,164+406.4% | $5,433+101.7% | $2,042+436.5% |
| Participant deferral / active EE | $1,987 | $2,303-13.7% | $4,939-59.8% | $3,169-37.3% |
| Admin fee / account holder | $354 | $455-22.3% | $13,880-97.5% | $479-26.2% |