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 | $542,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,382 | $37,026-28.7% | $78,778-66.5% | $177,276-85.1% |
| Participation rate | 62.8% | 54.2%+8.6pp | 69.2%-6.4pp | 74.8%-12.0pp |
| Annual return | 18.32% | 16.20%+2.1pp | 35.62%-17.3pp | 21.25%-2.9pp |
| Employer contribution / active EE | $738 | $730+1.1% | $1,986-62.8% | $2,479-70.2% |
| Participant deferral / active EE | $2,666 | $1,412+88.9% | $2,958-9.9% | $3,881-31.3% |
| Admin fee / account holder | $101 | $77+31.5% | $5,134-98.0% | $154-34.7% |