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 | $150 |
Participant contribution per participant 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 | $4,836 | $68,413-92.9% | $123,104-96.1% | $55,191-91.2% |
| Participation rate | 88.6% | 84.5%+4.1pp | 86.8%+1.9pp | 69.2%+19.5pp |
| Annual return | 0.00% | 6.30%-6.3pp | 13.22%-13.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,245 | $3,050-59.2% | $5,151-75.8% | $1,899-34.4% |
| Participant deferral / active EE | $2,309 | $4,490-48.6% | $6,230-62.9% | $3,046-24.2% |
| Admin fee / account holder | $1 | $88-99.4% | $9,015-100.0% | $91-99.4% |