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 | $4,603 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,215 | $39,245+25.4% | $64,105-23.2% | $52,331-6.0% |
| Participation rate | 86.7% | 58.2%+28.5pp | 68.2%+18.6pp | 68.1%+18.6pp |
| Annual return | -1.90% | 14.79%-16.7pp | 791.24%-793.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,166 | $1,992+59.0% | $2,822+12.2% | $3,022+4.8% |
| Admin fee / account holder | $22 | $592-96.2% | $4,499-99.5% | $592-96.2% |