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 | $18,105 |
Filed as: JOHN WADDELL & CO. CPA'S Service code 99 3416 AMERICAN RIVER DR. STE A · SACRAMENTO, CA 95864 | Other Fees | $8,265 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31 |
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 | $110,001 | $75,183+46.3% | $123,892-11.2% | $55,167+99.4% |
| Participation rate | 93.8% | 72.8%+21.0pp | 81.4%+12.4pp | 69.0%+24.8pp |
| Annual return | 10.16% | 19.01%-8.8pp | 47.52%-37.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $2,378 | $2,823-15.8% | $4,617-48.5% | $1,963+21.2% |
| Participant deferral / active EE | $9,219 | $5,084+81.3% | $5,984+54.1% | $3,054+201.9% |
| Admin fee / account holder | $115 | $663-82.6% | $8,357-98.6% | $504-77.1% |