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 | $66,162 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $33,764 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $2,801 |
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 | $45,706 | $52,293-12.6% | $178,490-74.4% | $73,409-37.7% |
| Participation rate | 44.6% | 65.3%-20.7pp | 81.9%-37.3pp | 72.2%-27.6pp |
| Annual return | 12.89% | 34.75%-21.9pp | 151.07%-138.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $984 | $1,735-43.3% | $5,011-80.4% | $2,234-56.0% |
| Participant deferral / active EE | $1,814 | $2,332-22.2% | $5,202-65.1% | $3,805-52.3% |
| Admin fee / account holder | $192 | $127+50.4% | $13,984-98.6% | $158+21.3% |