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 | $10,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,753 | $42,810+30.2% | $169,463-67.1% | $55,725+0.1% |
| Participation rate | 44.0% | 64.7%-20.8pp | 77.8%-33.8pp | 70.9%-26.9pp |
| Annual return | -0.67% | -3.61%+2.9pp | 1.83%-2.5pp | 244.93%-245.6pp |
| Employer contribution / active EE | $831 | $1,402-40.7% | $4,159-80.0% | $2,078-60.0% |
| Participant deferral / active EE | $3,292 | $3,141+4.8% | $5,277-37.6% | $3,356-1.9% |
| Admin fee / account holder | $54 | $106-49.0% | $9,109-99.4% | $115-52.8% |