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 |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $2,372 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
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 | $56,066 | $39,245+42.9% | $64,105-12.5% | $52,331+7.1% |
| Participation rate | 83.2% | 58.2%+25.0pp | 68.2%+15.1pp | 68.1%+15.1pp |
| Annual return | -2.07% | 14.79%-16.9pp | 791.24%-793.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,023 | $736+39.0% | $1,820-43.8% | $1,882-45.6% |
| Participant deferral / active EE | $2,733 | $1,992+37.2% | $2,822-3.1% | $3,022-9.6% |
| Admin fee / account holder | $17 | $592-97.2% | $4,499-99.6% | $592-97.2% |