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 | $19,930 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $54,017 | $65,041-16.9% | $90,951-40.6% | $79,858-32.4% |
| Participation rate | 82.9% | 61.6%+21.3pp | 69.0%+13.8pp | 69.6%+13.2pp |
| Annual return | -1.97% | 30.45%-32.4pp | 134.60%-136.6pp | 31.71%-33.7pp |
| Employer contribution / active EE | $1,537 | $1,247+23.3% | $2,122-27.6% | $2,471-37.8% |
| Participant deferral / active EE | $5,025 | $2,512+100.1% | $3,373+49.0% | $3,740+34.4% |
| Admin fee / account holder | $155 | $4,536-96.6% | $5,959-97.4% | $5,306-97.1% |