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 | $16,057 |
ALPHAPOINT, INC.1 year Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $10,000 |
PENSION ASSURANCE LLP2 years Service code 10 5530 CORBIN AVE STE 260 · TARZANA, CA 91356 | Accounting | $3,900 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84 |
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 | $47,654 | $73,404-35.1% | $87,100-45.3% | $67,579-29.5% |
| Participation rate | 91.8% | 80.9%+11.0pp | 76.9%+14.9pp | 71.3%+20.5pp |
| Annual return | 21.67% | 48.29%-26.6pp | 28.19%-6.5pp | 378.56%-356.9pp |
| Employer contribution / active EE | $967 | $2,014-52.0% | $2,521-61.6% | $2,148-55.0% |
| Participant deferral / active EE | $4,450 | $3,913+13.7% | $4,049+9.9% | $3,539+25.7% |
| Admin fee / account holder | $89 | $142-37.5% | $7,497-98.8% | $142-37.8% |