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 | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,026 | $77,813-76.8% | $123,544-85.4% | $64,186-71.9% |
| Participation rate | 58.3% | 74.7%-16.4pp | 82.3%-24.0pp | 69.6%-11.2pp |
| Annual return | -7.78% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $458 | $3,014-84.8% | $4,628-90.1% | $2,381-80.7% |
| Participant deferral / active EE | $4,634 | $5,240-11.6% | $6,426-27.9% | $3,470+33.6% |
| Admin fee / account holder | $9 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |