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 | $3,125 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,723 | $33,067-88.7% | $76,523-95.1% | $56,287-93.4% |
| Participation rate | 98.1% | 55.4%+42.7pp | 68.0%+30.1pp | 69.9%+28.2pp |
| Annual return | -7.75% | 2.72%-10.5pp | -0.27%-7.5pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,735 | $1,200+127.8% | $2,647+3.3% | $2,111+29.5% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $537-99.9% | $4,848-100.0% | $521-99.9% |