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 | $54,791 |
KPMG LLP5+ years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $18,953 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,780 | $40,174-38.3% | $84,015-70.5% | $67,579-63.3% |
| Participation rate | 96.4% | 62.7%+33.7pp | 69.0%+27.4pp | 71.3%+25.1pp |
| Annual return | 18.68% | 25.82%-7.1pp | 71.31%-52.6pp | 378.56%-359.9pp |
| Employer contribution / active EE | $1,257 | $808+55.6% | $1,983-36.6% | $2,148-41.5% |
| Participant deferral / active EE | $1,903 | $2,301-17.3% | $3,239-41.2% | $3,539-46.2% |
| Admin fee / account holder | $138 | $128+7.2% | $6,101-97.7% | $142-3.3% |