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 | $17,585 |
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 | $122,351 | $65,041+88.1% | $90,951+34.5% | $79,858+53.2% |
| Participation rate | 35.4% | 61.6%-26.2pp | 69.0%-33.6pp | 69.6%-34.2pp |
| Annual return | 12.66% | 30.45%-17.8pp | 134.60%-121.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $460 | $1,247-63.2% | $2,122-78.3% | $2,471-81.4% |
| Participant deferral / active EE | $1,590 | $2,512-36.7% | $3,373-52.8% | $3,740-57.5% |
| Admin fee / account holder | $371 | $4,536-91.8% | $5,959-93.8% | $5,306-93.0% |