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 | $20,928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,055 | $101,883+34.5% | $453,369-69.8% | $85,850+59.6% |
| Participation rate | 83.5% | 72.3%+11.2pp | 78.0%+5.5pp | 69.3%+14.2pp |
| Annual return | 14.62% | 25.38%-10.8pp | 64.40%-49.8pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,009 | $2,847+40.8% | $4,070-1.5% | $2,565+56.3% |
| Participant deferral / active EE | $6,998 | $4,782+46.3% | $6,209+12.7% | $3,952+77.1% |
| Admin fee / account holder | $187 | $5,706-96.7% | $11,209-98.3% | $6,260-97.0% |