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 |
|---|---|---|
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $45,287 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,529 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $454 |
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 | $23,742 | $52,293-54.6% | $178,490-86.7% | $73,409-67.7% |
| Participation rate | 92.6% | 65.3%+27.3pp | 81.9%+10.7pp | 72.2%+20.5pp |
| Annual return | 16.31% | 34.75%-18.4pp | 151.07%-134.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $848 | $1,735-51.1% | $5,011-83.1% | $2,234-62.0% |
| Participant deferral / active EE | $3,006 | $2,332+28.9% | $5,202-42.2% | $3,805-21.0% |
| Admin fee / account holder | $123 | $127-3.4% | $13,984-99.1% | $158-22.1% |