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 27 4600 S ULSTER ST STE 550 · DENVER, CO 802373085 | Advisory (Plan) | $14,190 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,089 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,788 | $51,288-53.6% | $81,983-71.0% | $73,409-67.6% |
| Participation rate | 43.9% | 64.0%-20.1pp | 69.2%-25.3pp | 72.2%-28.3pp |
| Annual return | 11.69% | 29.48%-17.8pp | 41.31%-29.6pp | 59.29%-47.6pp |
| Employer contribution / active EE | $492 | $1,487-66.9% | $2,498-80.3% | $2,234-78.0% |
| Participant deferral / active EE | $1,230 | $2,715-54.7% | $3,722-67.0% | $3,805-67.7% |
| Admin fee / account holder | $153 | $125+21.8% | $5,664-97.3% | $158-3.3% |