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 | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,111 | $25,723-76.2% | $69,182-91.2% | $55,167-88.9% |
| Participation rate | 23.7% | 39.4%-15.7pp | 55.1%-31.4pp | 69.0%-45.3pp |
| Annual return | 18.51% | 9.56%+8.9pp | -21.93%+40.4pp | 169.23%-150.7pp |
| Employer contribution / active EE | $309 | $480-35.8% | $1,206-74.4% | $1,963-84.3% |
| Participant deferral / active EE | $504 | $963-47.7% | $1,897-73.4% | $3,054-83.5% |
| Admin fee / account holder | $4 | $365-98.9% | $2,697-99.8% | $504-99.2% |