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 15 · EIN 16-1450952 | Recordkeeping | $162,081 |
Filed as: FIRST INTERSTATE BANK Service code 25 · EIN 81-6023169 | Directed Trustee | $158,103 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 18 · EIN 20-1591048 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities) | $58,482 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $43,497 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,414 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,862 | $91,746+69.9% | $146,665+6.3% | $93,030+67.5% |
| Participation rate | 98.6% | 80.9%+17.6pp | 80.1%+18.5pp | 73.9%+24.7pp |
| Annual return | 16.18% | 18.28%-2.1pp | 22.74%-6.6pp | 158.70%-142.5pp |
| Employer contribution / active EE | $6,673 | $2,815+137.1% | $4,136+61.3% | $2,706+146.6% |
| Participant deferral / active EE | $6,039 | $4,589+31.6% | $5,506+9.7% | $4,562+32.4% |
| Admin fee / account holder | $277 | $101+173.7% | $10,280-97.3% | $152+82.6% |