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 | $36,265 |
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 | $101,307 | $51,466+96.8% | $78,778+28.6% | $62,292+62.6% |
| Participation rate | 49.1% | 59.8%-10.7pp | 69.2%-20.1pp | 69.5%-20.4pp |
| Annual return | 14.80% | 19.96%-5.2pp | 35.62%-20.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $646 | $827-22.0% | $1,986-67.5% | $2,042-68.4% |
| Participant deferral / active EE | $2,441 | $2,147+13.7% | $2,958-17.5% | $3,169-23.0% |
| Admin fee / account holder | $286 | $489-41.6% | $5,134-94.4% | $479-40.4% |