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 | $12,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,961 | $37,196-57.1% | $154,107-89.6% | $55,725-71.4% |
| Participation rate | 34.4% | 64.1%-29.7pp | 83.0%-48.6pp | 70.9%-36.5pp |
| Annual return | -6.89% | 1319.68%-1326.6pp | 735.12%-742.0pp | 244.93%-251.8pp |
| Employer contribution / active EE | $355 | $1,614-78.0% | $5,298-93.3% | $2,078-82.9% |
| Participant deferral / active EE | $875 | $2,068-57.7% | $5,081-82.8% | $3,356-73.9% |
| Admin fee / account holder | $66 | $102-35.0% | $13,411-99.5% | $115-42.7% |