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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,673 | $49,138+5.2% | $84,015-38.5% | $65,185-20.7% |
| Participation rate | 53.2% | 60.7%-7.6pp | 69.0%-15.9pp | 70.2%-17.0pp |
| Annual return | 22.83% | 23.00%-0.2pp | 71.31%-48.5pp | 29.38%-6.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,087 | $2,397-12.9% | $3,239-35.6% | $3,514-40.6% |
| Admin fee / account holder | $117 | $543-78.5% | $6,101-98.1% | $847-86.2% |