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 8-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 |
Filed as: GWFS EQUITIES INC Service code 59 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,864 | $44,059+17.7% | $71,671-27.6% | $69,631-25.5% |
| Participation rate | 34.5% | 60.8%-26.2pp | 68.7%-34.2pp | 70.7%-36.2pp |
| Annual return | 0.00% | 21.97%-22.0pp | 20.65%-20.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $204 | $1,305-84.4% | $2,460-91.7% | $2,032-90.0% |
| Participant deferral / active EE | $103 | $2,370-95.7% | $3,438-97.0% | $3,224-96.8% |
| Admin fee / account holder | $0 | $108-100.0% | $5,558-100.0% | $110-100.0% |