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 | $4,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,077 | $107,440-81.3% | $105,738-81.0% | $55,725-64.0% |
| Participation rate | 35.4% | 55.5%-20.1pp | 76.3%-40.9pp | 70.9%-35.4pp |
| Annual return | -11.53% | -0.59%-10.9pp | 6.27%-17.8pp | 244.93%-256.5pp |
| Employer contribution / active EE | $718 | $1,448-50.4% | $3,268-78.0% | $2,078-65.4% |
| Participant deferral / active EE | $1,952 | $2,171-10.1% | $4,080-52.2% | $3,356-41.8% |
| Admin fee / account holder | $17 | $283-93.9% | $6,913-99.8% | $115-85.0% |