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 | $18,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,596 | $50,958+54.2% | $74,550+5.4% | $64,186+22.5% |
| Participation rate | 53.5% | 61.1%-7.6pp | 69.1%-15.7pp | 69.6%-16.1pp |
| Annual return | -5.17% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $855 | $1,115-23.3% | $1,961-56.4% | $2,381-64.1% |
| Participant deferral / active EE | $2,419 | $2,301+5.1% | $3,108-22.2% | $3,470-30.3% |
| Admin fee / account holder | $287 | $4,223-93.2% | $5,060-94.3% | $4,888-94.1% |