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 |
|---|---|---|
EPLAN ADVISORS, LLC1 year Service code 64 4300 KITTREDGE STREET STE 100 · DENVER, CO 80239 | Recordkeeping Fees | $23,049 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,511 | $58,726-22.5% | $92,233-50.7% | $62,292-26.9% |
| Participation rate | 32.6% | 68.3%-35.7pp | 76.5%-43.8pp | 69.5%-36.9pp |
| Annual return | 18.39% | 43.62%-25.2pp | 176.28%-157.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $597 | $2,392-75.0% | $3,679-83.8% | $2,042-70.8% |
| Participant deferral / active EE | $1,514 | $2,766-45.2% | $3,897-61.1% | $3,169-52.2% |
| Admin fee / account holder | $354 | $556-36.4% | $5,194-93.2% | $479-26.2% |