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 | $1,944 |
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.
Annual investment return 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 | $31,269 | $62,132-49.7% | $185,823-83.2% | $73,488-57.5% |
| Participation rate | 25.6% | 67.8%-42.2pp | 78.0%-52.4pp | 70.7%-45.1pp |
| Annual return | 11.64% | 20.44%-8.8pp | 35.95%-24.3pp | 28.51%-16.9pp |
| Employer contribution / active EE | $679 | $1,681-59.6% | $4,087-83.4% | $2,270-70.1% |
| Participant deferral / active EE | $1,158 | $3,711-68.8% | $5,632-79.4% | $3,740-69.0% |
| Admin fee / account holder | $20 | $419-95.2% | $9,500-99.8% | $513-96.1% |