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 | $15,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,413 | $55,725-74.1% | $54,726-73.7% | $55,725-74.1% |
| Participation rate | 42.9% | 70.9%-27.9pp | 79.1%-36.2pp | 70.9%-27.9pp |
| Annual return | -4.48% | 244.93%-249.4pp | -4.56%+0.1pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,008 | $2,078-51.5% | $3,449-70.8% | $2,078-51.5% |
| Participant deferral / active EE | $796 | $3,356-76.3% | $3,953-79.9% | $3,356-76.3% |
| Admin fee / account holder | $66 | $115-42.5% | $3,818-98.3% | $115-42.5% |