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 | $113 |
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 | $54,003 | $73,102-26.1% | $123,544-56.3% | $56,287-4.1% |
| Participation rate | 59.2% | 74.3%-15.1pp | 82.3%-23.1pp | 69.9%-10.7pp |
| Annual return | 1.89% | 3.01%-1.1pp | 119.20%-117.3pp | -9.96%+11.8pp |
| Employer contribution / active EE | $3,305 | $2,977+11.0% | $4,628-28.6% | $2,111+56.6% |
| Participant deferral / active EE | $6,402 | $5,423+18.1% | $6,426-0.4% | $3,350+91.1% |
| Admin fee / account holder | $56 | $554-89.9% | $9,284-99.4% | $521-89.3% |