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 | $8,994 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,580 | $185,342-87.3% | $111,297-78.8% | $86,799-72.8% |
| Participation rate | 89.2% | 81.0%+8.2pp | 77.3%+11.9pp | 72.3%+16.9pp |
| Annual return | 16.53% | 500.80%-484.3pp | 54.65%-38.1pp | 97.91%-81.4pp |
| Employer contribution / active EE | $340 | $2,246-84.9% | $2,731-87.6% | $2,405-85.9% |
| Participant deferral / active EE | $3,215 | $4,458-27.9% | $4,487-28.4% | $4,131-22.2% |
| Admin fee / account holder | $17 | $255-93.5% | $7,964-99.8% | $170-90.2% |