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 | $2,308 |
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).
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 | $27,354 | $56,972-52.0% | $182,532-85.0% | $65,185-58.0% |
| Participation rate | 31.8% | 66.5%-34.7pp | 78.0%-46.2pp | 70.2%-38.4pp |
| Annual return | 72.62% | 27.67%+44.9pp | 148.54%-75.9pp | 29.38%+43.2pp |
| Employer contribution / active EE | $875 | $1,615-45.8% | $4,076-78.5% | $2,177-59.8% |
| Participant deferral / active EE | $1,186 | $3,526-66.4% | $5,524-78.5% | $3,514-66.3% |
| Admin fee / account holder | $25 | $528-95.3% | $8,592-99.7% | $847-97.1% |