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 7-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 | $4,982 |
Participant 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.
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 | $4,649 | $65,376-92.9% | $87,100-94.7% | $65,185-92.9% |
| Participation rate | 98.3% | 75.3%+23.0pp | 76.9%+21.4pp | 70.2%+28.1pp |
| Annual return | 0.00% | 31.27%-31.3pp | 28.19%-28.2pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,558 | $1,822-14.5% | $2,521-38.2% | $2,177-28.4% |
| Participant deferral / active EE | $1,591 | $3,388-53.1% | $4,049-60.7% | $3,514-54.7% |
| Admin fee / account holder | $27 | $520-94.8% | $7,497-99.6% | $847-96.8% |