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 | $2,012 |
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 | $15,102 | $44,873-66.3% | $79,464-81.0% | $56,287-73.2% |
| Participation rate | 92.5% | 68.7%+23.8pp | 73.3%+19.2pp | 69.9%+22.7pp |
| Annual return | 9.50% | 0.81%+8.7pp | 718.14%-708.6pp | -9.96%+19.5pp |
| Employer contribution / active EE | $1,602 | $2,140-25.1% | $2,800-42.8% | $2,111-24.1% |
| Participant deferral / active EE | $1,101 | $2,746-59.9% | $3,704-70.3% | $3,350-67.1% |
| Admin fee / account holder | $7 | $418-98.4% | $5,113-99.9% | $521-98.7% |