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 | $4,393 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,673 | $73,102-74.5% | $123,544-84.9% | $56,287-66.8% |
| Participation rate | 82.9% | 74.3%+8.6pp | 82.3%+0.6pp | 69.9%+13.1pp |
| Annual return | 15.58% | 3.01%+12.6pp | 119.20%-103.6pp | -9.96%+25.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,650 | $5,423+4.2% | $6,426-12.1% | $3,350+68.7% |
| Admin fee / account holder | $26 | $554-95.3% | $9,284-99.7% | $521-95.0% |