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 |
|---|---|---|
ALLIANCE BENEFIT GROUP7+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $14,351 |
Filed as: INVESTMENT MANAGEMENT CONSULTANTS Service code 27 · EIN 88-0444272 | Advisory (Plan) | $10,959 |
STOUT, CAUSEY & HORNING, P.A.7+ years Filed as: ELLSWORTH GILLMAN JOHNSON & STOUT Service code 10 · EIN 26-1629859 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,424 | $74,706+53.2% | $75,696+51.2% | $79,386+44.1% |
| Participation rate | 82.2% | 75.3%+6.9pp | 74.8%+7.4pp | 70.7%+11.5pp |
| Annual return | 12.25% | 18.52%-6.3pp | 104.53%-92.3pp | 116.85%-104.6pp |
| Employer contribution / active EE | $3,067 | $2,590+18.4% | $2,743+11.8% | $2,427+26.4% |
| Participant deferral / active EE | $4,666 | $3,533+32.1% | $3,821+22.1% | $4,046+15.3% |
| Admin fee / account holder | $345 | $374-7.9% | $3,619-90.5% | $626-45.0% |