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 37 · EIN 04-2647786 | Loan Processing | $600 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,335 | $73,404-69.6% | $87,100-74.4% | $67,579-67.0% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.9%+13.0pp | 71.3%+18.6pp |
| Annual return | 72.06% | 48.29%+23.8pp | 28.19%+43.9pp | 378.56%-306.5pp |
| Employer contribution / active EE | $279 | $2,014-86.2% | $2,521-88.9% | $2,148-87.0% |
| Participant deferral / active EE | $2,167 | $3,913-44.6% | $4,049-46.5% | $3,539-38.8% |
| Admin fee / account holder | $2 | $142-98.4% | $7,497-100.0% | $142-98.4% |