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 | $7,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,351 | $80,753-9.2% | $136,294-46.2% | $62,292+17.8% |
| Participation rate | 69.4% | 73.5%-4.2pp | 81.9%-12.6pp | 69.5%-0.2pp |
| Annual return | 20.32% | 35.83%-15.5pp | 5155.94%-5135.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,124 | $2,884-61.0% | $4,695-76.1% | $2,042-45.0% |
| Participant deferral / active EE | $3,879 | $5,164-24.9% | $6,247-37.9% | $3,169+22.4% |
| Admin fee / account holder | $77 | $525-85.3% | $9,243-99.2% | $479-83.9% |