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 | $250 |
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 | $31,494 | $59,328-46.9% | $118,925-73.5% | $73,488-57.1% |
| Participation rate | 26.2% | 62.3%-36.1pp | 75.4%-49.2pp | 70.7%-44.5pp |
| Annual return | 20.30% | 19.13%+1.2pp | 35.88%-15.6pp | 28.51%-8.2pp |
| Employer contribution / active EE | $498 | $1,803-72.4% | $3,263-84.7% | $2,270-78.1% |
| Participant deferral / active EE | $782 | $2,604-70.0% | $4,265-81.7% | $3,740-79.1% |
| Admin fee / account holder | $4 | $600-99.4% | $6,581-99.9% | $513-99.3% |