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 | $18,913 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $586,129 | $55,449+957.1% | $83,848+599.0% | $56,287+941.3% |
| Participation rate | 0.0% | 68.0%-68.0pp | 76.1%-76.1pp | 69.9%-69.9pp |
| Annual return | 13.90% | -1.38%+15.3pp | 850.88%-837.0pp | -9.96%+23.9pp |
| Employer contribution / active EE | $2,210 | $2,430-9.1% | $3,631-39.1% | $2,111+4.7% |
| Participant deferral / active EE | $4,604 | $2,935+56.8% | $4,082+12.8% | $3,350+37.4% |
| Admin fee / account holder | $3,334 | $656+408.2% | $5,478-39.1% | $521+539.9% |