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 | $17,700 |
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 | $24,311 | $70,908-65.7% | $98,907-75.4% | $73,488-66.9% |
| Participation rate | 92.9% | 73.8%+19.1pp | 76.0%+16.9pp | 70.7%+22.2pp |
| Annual return | 11.58% | 34.17%-22.6pp | 196.43%-184.9pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,312 | $2,036+13.6% | $2,689-14.0% | $2,270+1.9% |
| Participant deferral / active EE | $1,934 | $3,500-44.7% | $4,244-54.4% | $3,740-48.3% |
| Admin fee / account holder | $79 | $535-85.2% | $6,642-98.8% | $513-84.6% |