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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,896 | $39,245+24.6% | $64,105-23.7% | $52,331-6.6% |
| Participation rate | 75.1% | 58.2%+16.9pp | 68.2%+7.0pp | 68.1%+7.0pp |
| Annual return | -1.99% | 14.79%-16.8pp | 791.24%-793.2pp | 4.54%-6.5pp |
| Employer contribution / active EE | $44 | $736-94.0% | $1,820-97.6% | $1,882-97.6% |
| Participant deferral / active EE | $3,248 | $1,992+63.1% | $2,822+15.1% | $3,022+7.5% |
| Admin fee / account holder | $28 | $592-95.2% | $4,499-99.4% | $592-95.2% |