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 | $21,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,050 | $58,512+76.1% | $84,015+22.7% | $72,985+41.2% |
| Participation rate | 45.9% | 61.2%-15.3pp | 69.0%-23.1pp | 69.5%-23.5pp |
| Annual return | 18.86% | 28.93%-10.1pp | 71.31%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $601 | $1,163-48.3% | $1,983-69.7% | $2,440-75.4% |
| Participant deferral / active EE | $1,845 | $2,394-22.9% | $3,239-43.0% | $3,607-48.9% |
| Admin fee / account holder | $351 | $4,569-92.3% | $6,101-94.3% | $5,124-93.2% |