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 | $8,463 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,438 | $155,795-95.9% | $136,294-95.3% | $69,631-90.8% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.5pp | 70.7%+11.7pp |
| Annual return | 29.95% | 232464.33%-232434.4pp | 5155.94%-5126.0pp | 27571.02%-27541.1pp |
| Employer contribution / active EE | $3,332 | $2,991+11.4% | $4,695-29.0% | $2,032+64.0% |
| Participant deferral / active EE | $608 | $5,394-88.7% | $6,247-90.3% | $3,224-81.1% |
| Admin fee / account holder | $29 | $128-77.8% | $9,243-99.7% | $110-74.2% |