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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,456 |
GENEOS WEALTH MANAGEMENT INC1+ years Service code 55 511 CLAYTON ST · DENVER, CO 80206 | Other Commissions | $21,616 |
HOUCK EVARTS & COMPANY LLC1+ years Service code 10 · EIN 20-0361525 | Accounting | $11,244 |
RUDD & COMPANY PLLC1+ years Service code 13 · EIN 82-0467399 | Contract Administrator | $9,478 |
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 | $29,743 | $36,916-19.4% | $156,549-81.0% | $57,658-48.4% |
| Participation rate | 54.0% | 63.4%-9.4pp | 84.0%-30.0pp | 70.2%-16.2pp |
| Annual return | 18.10% | 12.38%+5.7pp | 32.23%-14.1pp | 5.13%+13.0pp |
| Employer contribution / active EE | $884 | $1,571-43.7% | $5,501-83.9% | $1,974-55.2% |
| Participant deferral / active EE | $1,993 | $1,926+3.5% | $4,871-59.1% | $3,061-34.9% |
| Admin fee / account holder | $191 | $82+132.0% | $13,027-98.5% | $95+102.4% |