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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,249 | $55,636-38.4% | $81,983-58.2% | $73,488-53.4% |
| Participation rate | 31.1% | 62.3%-31.2pp | 69.2%-38.2pp | 70.7%-39.6pp |
| Annual return | 18.43% | 19.07%-0.6pp | 41.31%-22.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,172 | $2,762-57.6% | $3,722-68.5% | $3,740-68.7% |
| Admin fee / account holder | $128 | $493-73.9% | $5,664-97.7% | $513-75.0% |