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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,111 |
Service code 27 111 E KILBOURN AVE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $21,829 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $10,000 |
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 | $100,262 | $63,905+56.9% | $74,183+35.2% | $57,658+73.9% |
| Participation rate | 89.8% | 79.8%+10.0pp | 76.6%+13.2pp | 70.2%+19.5pp |
| Annual return | 6.66% | 60.60%-53.9pp | 17.74%-11.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $602 | $1,840-67.3% | $2,370-74.6% | $1,974-69.5% |
| Participant deferral / active EE | $2,987 | $3,448-13.4% | $3,550-15.9% | $3,061-2.4% |
| Admin fee / account holder | $275 | $91+202.1% | $5,586-95.1% | $95+191.1% |