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 | $7,722 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,132 | $65,322-79.9% | $70,449-81.4% | $73,488-82.1% |
| Participation rate | 96.4% | 77.0%+19.4pp | 75.1%+21.3pp | 70.7%+25.7pp |
| Annual return | 18.78% | 15.71%+3.1pp | 109.03%-90.3pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,319 | $2,460-46.4% | $2,737-51.8% | $2,270-41.9% |
| Participant deferral / active EE | $2,561 | $3,375-24.1% | $3,709-30.9% | $3,740-31.5% |
| Admin fee / account holder | $57 | $214-73.3% | $3,845-98.5% | $513-88.8% |