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 | $40,785 |
Service code 27 111 E KILBOURN AVE, SUITE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $36,244 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,215 | $69,305+61.9% | $82,313+36.3% | $69,631+61.2% |
| Participation rate | 93.4% | 80.3%+13.1pp | 76.9%+16.5pp | 70.7%+22.7pp |
| Annual return | 12.91% | 21.47%-8.6pp | 25.88%-13.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $886 | $1,887-53.1% | $2,428-63.5% | $2,032-56.4% |
| Participant deferral / active EE | $3,484 | $3,568-2.4% | $3,706-6.0% | $3,224+8.1% |
| Admin fee / account holder | $285 | $97+192.9% | $5,608-94.9% | $110+157.7% |