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 | $1,388 |
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.
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 | $8,916 | $71,802-87.6% | $133,980-93.3% | $57,658-84.5% |
| Participation rate | 89.4% | 85.5%+3.9pp | 87.1%+2.3pp | 70.2%+19.2pp |
| Annual return | 16.78% | 13.51%+3.3pp | 29.30%-12.5pp | 5.13%+11.6pp |
| Employer contribution / active EE | $1,310 | $3,161-58.6% | $5,211-74.9% | $1,974-33.6% |
| Participant deferral / active EE | $2,289 | $4,606-50.3% | $6,282-63.6% | $3,061-25.2% |
| Admin fee / account holder | $4 | $88-94.9% | $9,324-100.0% | $95-95.2% |