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 | $22,426 |
MONARCH PLAN ADVISORS3 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $17,472 |
TRUOG-RYDING COMPANY, INC.4 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $12,363 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,416 | $52,670-49.8% | $90,404-70.8% | $73,409-64.0% |
| Participation rate | 94.9% | 67.7%+27.2pp | 72.7%+22.2pp | 72.2%+22.7pp |
| Annual return | 15.46% | 20.70%-5.2pp | 1293.02%-1277.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $715 | $1,872-61.8% | $3,262-78.1% | $2,234-68.0% |
| Participant deferral / active EE | $2,142 | $2,807-23.7% | $3,963-45.9% | $3,805-43.7% |
| Admin fee / account holder | $135 | $117+16.0% | $5,611-97.6% | $158-14.2% |