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 | $3,445 |
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 | $45,439 | $60,545-25.0% | $92,233-50.7% | $69,631-34.7% |
| Participation rate | 38.2% | 72.2%-34.0pp | 76.5%-38.3pp | 70.7%-32.5pp |
| Annual return | 29.03% | 19.71%+9.3pp | 176.28%-147.3pp | 27571.02%-27542.0pp |
| Employer contribution / active EE | $1,374 | $2,633-47.8% | $3,679-62.6% | $2,032-32.4% |
| Participant deferral / active EE | $2,833 | $2,828+0.2% | $3,897-27.3% | $3,224-12.1% |
| Admin fee / account holder | $24 | $145-83.5% | $5,194-99.5% | $110-78.3% |