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 | $5,444 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,431 | $76,552+3.8% | $123,892-35.9% | $62,891+26.3% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 15.13% | 18.68%-3.5pp | 47.52%-32.4pp | 20.14%-5.0pp |
| Employer contribution / active EE | $1,557 | $2,883-46.0% | $4,617-66.3% | $2,281-31.7% |
| Participant deferral / active EE | $6,949 | $4,840+43.6% | $5,984+16.1% | $3,203+117.0% |
| Admin fee / account holder | $45 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |