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 | $21,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,153 | $58,879-74.3% | $178,490-91.5% | $73,488-79.4% |
| Participation rate | 66.5% | 66.2%+0.3pp | 81.9%-15.4pp | 70.7%-4.2pp |
| Annual return | 8.69% | 24.86%-16.2pp | 151.07%-142.4pp | 28.51%-19.8pp |
| Employer contribution / active EE | $336 | $2,236-85.0% | $5,011-93.3% | $2,270-85.2% |
| Participant deferral / active EE | $1,693 | $2,567-34.0% | $5,202-67.4% | $3,740-54.7% |
| Admin fee / account holder | $58 | $400-85.4% | $13,984-99.6% | $513-88.6% |