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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $91,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $125,600 | $105,190+19.4% | $98,907+27.0% | $90,288+39.1% |
| Participation rate | 64.9% | 86.4%-21.4pp | 76.0%-11.1pp | 73.4%-8.4pp |
| Annual return | 16.91% | 18.52%-1.6pp | 196.43%-179.5pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,205 | $3,831-68.5% | $2,689-55.2% | $2,524-52.3% |
| Participant deferral / active EE | $4,238 | $5,616-24.5% | $4,244-0.2% | $4,232+0.1% |
| Admin fee / account holder | $71 | $97-26.9% | $6,642-98.9% | $114-37.6% |