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 7-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 | $79,606 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,531 | $66,528-49.6% | $86,874-61.4% | $86,799-61.4% |
| Participation rate | 81.0% | 72.4%+8.6pp | 71.6%+9.3pp | 72.3%+8.7pp |
| Annual return | 15.66% | 19.56%-3.9pp | 63.52%-47.9pp | 97.91%-82.2pp |
| Employer contribution / active EE | $2,401 | $2,007+19.6% | $2,495-3.8% | $2,405-0.2% |
| Participant deferral / active EE | $4,054 | $3,240+25.1% | $3,699+9.6% | $4,131-1.9% |
| Admin fee / account holder | $157 | $148+6.0% | $5,828-97.3% | $170-7.4% |