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 4-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 | $17,896 |
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 | $99,590 | $78,275+27.2% | $109,143-8.8% | $86,799+14.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 15.78% | 19.14%-3.4pp | 25.75%-10.0pp | 97.91%-82.1pp |
| Employer contribution / active EE | $10,535 | $3,105+239.3% | $3,722+183.1% | $2,405+338.0% |
| Participant deferral / active EE | $7,968 | $3,641+118.8% | $4,653+71.2% | $4,131+92.9% |
| Admin fee / account holder | $44 | $198-77.6% | $6,752-99.3% | $170-73.8% |