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 | $8,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,149 | $42,548+27.3% | $74,550-27.4% | $56,287-3.8% |
| Participation rate | 21.9% | 60.5%-38.5pp | 69.1%-47.2pp | 69.9%-47.9pp |
| Annual return | -6.26% | 12.40%-18.7pp | 32.53%-38.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $338 | $855-60.4% | $1,961-82.7% | $2,111-84.0% |
| Participant deferral / active EE | $814 | $2,277-64.3% | $3,108-73.8% | $3,350-75.7% |
| Admin fee / account holder | $174 | $467-62.8% | $5,060-96.6% | $521-66.7% |