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 | $3,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,057 | $70,879-49.1% | $189,557-81.0% | $79,386-54.6% |
| Participation rate | 31.9% | 68.0%-36.1pp | 78.4%-46.5pp | 70.7%-38.8pp |
| Annual return | 12.01% | 20.70%-8.7pp | 64.17%-52.2pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,068 | $1,806-40.9% | $4,412-75.8% | $2,427-56.0% |
| Participant deferral / active EE | $2,125 | $4,081-47.9% | $6,174-65.6% | $4,046-47.5% |
| Admin fee / account holder | $37 | $647-94.3% | $9,807-99.6% | $626-94.1% |