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 | $16,100 |
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 | $22,402 | $66,310-66.2% | $93,606-76.1% | $65,185-65.6% |
| Participation rate | 98.2% | 74.0%+24.2pp | 75.8%+22.3pp | 70.2%+28.0pp |
| Annual return | 19.80% | 42.58%-22.8pp | 32.76%-13.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,083 | $2,012+3.5% | $2,718-23.4% | $2,177-4.3% |
| Participant deferral / active EE | $1,827 | $3,342-45.3% | $4,069-55.1% | $3,514-48.0% |
| Admin fee / account holder | $73 | $6,897-98.9% | $7,888-99.1% | $847-91.4% |