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 |
|---|---|---|
COLORADO CAPITAL MANAGEMENT IN2+ years Filed as: COLORADO FINANCIAL SERVICES CORP Service code 55 304 INVERNESS WAY S STE 355 · CENTENNIAL, CO 801125813 | Other Commissions | $6,830 |
WIPFLI LLP2+ years Service code 13 | Contract Administrator | $1,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,926 | $46,297-13.8% | $71,671-44.3% | $62,292-35.9% |
| Participation rate | 30.9% | 60.6%-29.7pp | 68.7%-37.8pp | 69.5%-38.6pp |
| Annual return | 28.66% | 22.32%+6.3pp | 20.65%+8.0pp | 28.90%-0.2pp |
| Employer contribution / active EE | $288 | $1,412-79.6% | $2,460-88.3% | $2,042-85.9% |
| Participant deferral / active EE | $923 | $2,235-58.7% | $3,438-73.1% | $3,169-70.9% |
| Admin fee / account holder | $65 | $461-85.8% | $5,558-98.8% | $479-86.4% |