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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $24,369 |
GORDON ASSET MANAGEMENT3+ years Filed as: GORDON ASSET MANAGEMENT, LLC Service code 27 1007 SLATER ROAD, SUITE 200 · DURHAM, NC 27703 | Advisory (Plan) | $10,646 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,906 | $80,753-80.3% | $136,294-88.3% | $62,292-74.5% |
| Participation rate | 56.2% | 73.5%-17.3pp | 81.9%-25.7pp | 69.5%-13.3pp |
| Annual return | 17.84% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,000 | $2,884-65.3% | $4,695-78.7% | $2,042-51.0% |
| Participant deferral / active EE | $1,829 | $5,164-64.6% | $6,247-70.7% | $3,169-42.3% |
| Admin fee / account holder | $236 | $525-55.1% | $9,243-97.4% | $479-50.8% |