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 9-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 | $10,533 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,200 | $58,726-63.9% | $92,233-77.0% | $62,292-66.0% |
| Participation rate | 74.8% | 68.3%+6.5pp | 76.5%-1.7pp | 69.5%+5.3pp |
| Annual return | 32.74% | 43.62%-10.9pp | 176.28%-143.5pp | 28.90%+3.8pp |
| Employer contribution / active EE | $2,267 | $2,392-5.2% | $3,679-38.4% | $2,042+11.0% |
| Participant deferral / active EE | $4,641 | $2,766+67.8% | $3,897+19.1% | $3,169+46.4% |
| Admin fee / account holder | $98 | $556-82.4% | $5,194-98.1% | $479-79.6% |