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 | $26,705 |
Filed as: JOHN WADDELL & CO. CPA'S Service code 10 3416 AMERICAN RIVER DR. STE A · SACRAMENTO, CA 95864 | Accounting | $4,384 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $175 |
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 | $129,734 | $80,753+60.7% | $136,294-4.8% | $62,292+108.3% |
| Participation rate | 92.1% | 73.5%+18.6pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 19.26% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,404 | $2,884-16.6% | $4,695-48.8% | $2,042+17.7% |
| Participant deferral / active EE | $9,651 | $5,164+86.9% | $6,247+54.5% | $3,169+204.5% |
| Admin fee / account holder | $130 | $525-75.3% | $9,243-98.6% | $479-72.9% |