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 | $22,202 |
Service code 27 238 CANYON LAKES PL. · SAN RAMON, CA 94582 | Advisory (Plan) | $18,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,444 | $55,453-46.9% | $170,442-82.7% | $62,292-52.7% |
| Participation rate | 46.9% | 66.4%-19.4pp | 83.6%-36.7pp | 69.5%-22.6pp |
| Annual return | 11.47% | 21.38%-9.9pp | 205.93%-194.5pp | 28.90%-17.4pp |
| Employer contribution / active EE | $1,034 | $2,164-52.2% | $5,433-81.0% | $2,042-49.4% |
| Participant deferral / active EE | $2,094 | $2,303-9.1% | $4,939-57.6% | $3,169-33.9% |
| Admin fee / account holder | $158 | $455-65.2% | $13,880-98.9% | $479-67.0% |