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 | $15,665 |
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 | $98,028 | $64,919+51.0% | $392,568-75.0% | $65,185+50.4% |
| Participation rate | 74.3% | 72.0%+2.3pp | 78.1%-3.8pp | 70.2%+4.1pp |
| Annual return | 20.27% | 26.09%-5.8pp | 24.42%-4.2pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,853 | $2,374+20.2% | $3,783-24.6% | $2,177+31.1% |
| Participant deferral / active EE | $4,948 | $3,668+34.9% | $5,985-17.3% | $3,514+40.8% |
| Admin fee / account holder | $118 | $634-81.4% | $6,260-98.1% | $847-86.1% |