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 | $17,446 |
Filed as: WILSON MARKLE STUCKEY HARDESTY & BO Service code 10 101 LARKSPUR LANDING CIRCLE · LARKSPUR, CA 94939 | Accounting | $12,000 |
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 | $66,008 | $73,102-9.7% | $123,544-46.6% | $56,287+17.3% |
| Participation rate | 96.6% | 74.3%+22.3pp | 82.3%+14.3pp | 69.9%+26.7pp |
| Annual return | -4.58% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,364 | $2,977-54.2% | $4,628-70.5% | $2,111-35.4% |
| Participant deferral / active EE | $6,822 | $5,423+25.8% | $6,426+6.2% | $3,350+103.7% |
| Admin fee / account holder | $157 | $554-71.6% | $9,284-98.3% | $521-69.8% |