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 9-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 | $9,358 |
Participant 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 | $9,898 | $73,884-86.6% | $95,952-89.7% | - |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | - |
| Annual return | 13.83% | 11.13%+2.7pp | 91.61%-77.8pp | - |
| Employer contribution / active EE | $1,729 | $1,782-3.0% | $2,541-32.0% | - |
| Participant deferral / active EE | $1,744 | $3,914-55.4% | $4,167-58.1% | - |
| Admin fee / account holder | $78 | $4,316-98.2% | $6,795-98.9% | - |