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 | $18,844 |
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 | $121,709 | $73,823+64.9% | $379,746-67.9% | $73,488+65.6% |
| Participation rate | 79.6% | 73.1%+6.5pp | 78.4%+1.2pp | 70.7%+8.9pp |
| Annual return | 15.07% | 29.06%-14.0pp | 34.90%-19.8pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,655 | $2,472+47.8% | $3,540+3.2% | $2,270+61.0% |
| Participant deferral / active EE | $6,262 | $4,038+55.1% | $6,024+4.0% | $3,740+67.5% |
| Admin fee / account holder | $165 | $607-72.8% | $7,927-97.9% | $513-67.8% |