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 | $13,385 |
THREE BELL CAPITAL LLC1 year Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $8,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,870 | $58,577-74.6% | $83,333-82.2% | $64,186-76.8% |
| Participation rate | 92.2% | 72.0%+20.2pp | 77.8%+14.4pp | 69.6%+22.6pp |
| Annual return | -5.92% | 9.65%-15.6pp | 10.63%-16.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,194 | $4,654+97.5% | $5,565+65.2% | $3,470+165.0% |
| Admin fee / account holder | $95 | $9,275-99.0% | $7,510-98.7% | $4,888-98.0% |