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 | $59,998 |
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 | $23,927 | $71,666-66.6% | $117,854-79.7% | $69,631-65.6% |
| Participation rate | 93.2% | 77.5%+15.6pp | 79.7%+13.5pp | 70.7%+22.5pp |
| Annual return | 20.12% | 18.86%+1.3pp | 335.08%-315.0pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $681 | $1,889-63.9% | $3,786-82.0% | $2,032-66.5% |
| Participant deferral / active EE | $3,537 | $3,340+5.9% | $4,482-21.1% | $3,224+9.7% |
| Admin fee / account holder | $60 | $120-49.8% | $8,020-99.2% | $110-45.3% |