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 · EIN 48-1205033 | Recordkeeping Fees | $3,035 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,533 | $60,124-65.8% | $90,404-77.3% | $79,858-74.3% |
| Participation rate | 68.6% | 65.0%+3.6pp | 72.7%-4.1pp | 69.6%-1.0pp |
| Annual return | 11.61% | 71.94%-60.3pp | 1293.02%-1281.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,629 | $2,068+27.2% | $3,262-19.4% | $2,471+6.4% |
| Participant deferral / active EE | $2,097 | $2,938-28.6% | $3,963-47.1% | $3,740-43.9% |
| Admin fee / account holder | $29 | $3,976-99.3% | $5,611-99.5% | $5,306-99.4% |