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 | $34,206 |
MONARCH PLAN ADVISORS5 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $20,725 |
TRUOG-RYDING COMPANY, INC.6 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $13,394 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,078 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,160 | $47,722-47.3% | $82,719-69.6% | $64,808-61.2% |
| Participation rate | 85.3% | 67.6%+17.7pp | 72.6%+12.8pp | 71.5%+13.9pp |
| Annual return | -16.26% | -13.05%-3.2pp | 701.18%-717.4pp | 32.82%-49.1pp |
| Employer contribution / active EE | $955 | $2,179-56.2% | $3,009-68.2% | $2,506-61.9% |
| Participant deferral / active EE | $2,825 | $3,329-15.2% | $4,395-35.7% | $4,310-34.5% |
| Admin fee / account holder | $177 | $143+23.5% | $5,329-96.7% | $188-6.0% |