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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,286 |
Service code 55 | Other Commissions | $20,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,901 | $69,362-16.5% | $101,248-42.8% | $73,488-21.2% |
| Participation rate | 63.9% | 68.4%-4.5pp | 75.8%-11.9pp | 70.7%-6.8pp |
| Annual return | 18.46% | 18.46%0pp | 46.47%-28.0pp | 28.51%-10.0pp |
| Employer contribution / active EE | $3,017 | $2,628+14.8% | $3,660-17.6% | $2,270+32.9% |
| Participant deferral / active EE | $5,932 | $3,300+79.8% | $4,370+35.7% | $3,740+58.6% |
| Admin fee / account holder | $403 | $704-42.8% | $5,945-93.2% | $513-21.5% |