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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $11,663 | $50,666-77.0% | $76,817-84.8% | $65,185-82.1% |
| Participation rate | 63.7% | 68.8%-5.1pp | 72.1%-8.3pp | 70.2%-6.4pp |
| Annual return | 26.32% | 28.51%-2.2pp | 1166.11%-1139.8pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,012 | $1,575-35.7% | $2,302-56.0% | $2,177-53.5% |
| Participant deferral / active EE | $1,729 | $2,647-34.7% | $3,336-48.2% | $3,514-50.8% |
| Admin fee / account holder | $83 | $463-82.2% | $6,420-98.7% | $847-90.2% |