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 | $788 |
COE ADMINISTRATORS, LLC4+ years Service code 13 2450 WITZEL AVENUE · OSHKOSH, WI 54904 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,466 | $55,449-50.5% | $83,848-67.2% | $56,287-51.2% |
| Participation rate | 21.2% | 68.0%-46.8pp | 76.1%-55.0pp | 69.9%-48.7pp |
| Annual return | -8.96% | -1.38%-7.6pp | 850.88%-859.8pp | -9.96%+1.0pp |
| Employer contribution / active EE | $774 | $2,430-68.1% | $3,631-78.7% | $2,111-63.3% |
| Participant deferral / active EE | $1,263 | $2,935-57.0% | $4,082-69.1% | $3,350-62.3% |
| Admin fee / account holder | $11 | $656-98.4% | $5,478-99.8% | $521-98.0% |