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 | $12,815 |
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 | $23,715 | $42,548-44.3% | $74,550-68.2% | $56,287-57.9% |
| Participation rate | 95.2% | 60.5%+34.7pp | 69.1%+26.0pp | 69.9%+25.3pp |
| Annual return | -5.81% | 12.40%-18.2pp | 32.53%-38.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,236 | $855+44.5% | $1,961-37.0% | $2,111-41.5% |
| Participant deferral / active EE | $1,882 | $2,277-17.4% | $3,108-39.5% | $3,350-43.8% |
| Admin fee / account holder | $80 | $467-82.9% | $5,060-98.4% | $521-84.6% |