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 15 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $51,365 | $45,283+13.4% | $155,790-67.0% | $52,331-1.8% |
| Participation rate | 43.6% | 62.2%-18.6pp | 76.1%-32.5pp | 68.1%-24.5pp |
| Annual return | 0.80% | 1.80%-1.0pp | 71.54%-70.7pp | 4.54%-3.7pp |
| Employer contribution / active EE | $867 | $1,329-34.8% | $3,836-77.4% | $1,882-53.9% |
| Participant deferral / active EE | $3,333 | $2,854+16.8% | $4,797-30.5% | $3,022+10.3% |
| Admin fee / account holder | $9 | $981-99.1% | $7,478-99.9% | $592-98.5% |