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 6-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, CA 80111 | Recordkeeping Fees | $1,228 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,687 | $51,620-69.6% | $90,281-82.6% | $65,185-75.9% |
| Participation rate | 89.7% | 68.6%+21.0pp | 73.3%+16.4pp | 70.2%+19.5pp |
| Annual return | 0.00% | 24.94%-24.9pp | 78.10%-78.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $3,553 | $2,235+59.0% | $2,854+24.5% | $2,177+63.3% |
| Participant deferral / active EE | $5,218 | $2,871+81.8% | $3,885+34.3% | $3,514+48.5% |
| Admin fee / account holder | $11 | $384-97.1% | $5,351-99.8% | $847-98.7% |