Filed July 13, 2023
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 99 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Fees | $15,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,795 | $51,466+70.6% | $78,778+11.4% | $62,292+40.9% |
| Participation rate | 31.5% | 59.8%-28.3pp | 69.2%-37.7pp | 69.5%-38.0pp |
| Annual return | 15.74% | 19.96%-4.2pp | 35.62%-19.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $113 | $827-86.3% | $1,986-94.3% | $2,042-94.5% |
| Participant deferral / active EE | $1,240 | $2,147-42.2% | $2,958-58.1% | $3,169-60.9% |
| Admin fee / account holder | $291 | $489-40.5% | $5,134-94.3% | $479-39.3% |