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 | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,821 | $54,045-54.1% | $115,157-78.4% | $65,185-61.9% |
| Participation rate | 26.8% | 63.5%-36.7pp | 75.9%-49.1pp | 70.2%-43.4pp |
| Annual return | 25.05% | 26.55%-1.5pp | 35.60%-10.5pp | 29.38%-4.3pp |
| Employer contribution / active EE | $491 | $1,653-70.3% | $3,179-84.5% | $2,177-77.4% |
| Participant deferral / active EE | $811 | $2,504-67.6% | $4,168-80.5% | $3,514-76.9% |
| Admin fee / account holder | $0 | $626-100.0% | $7,088-100.0% | $847-100.0% |