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 | $39,621 |
GORDON ASSET MANAGEMENT6+ years Filed as: GORDON ASSET MANAGEMENT, LLC Service code 27 1007 SLATER ROAD, SUITE 200 · DURHAM, NC 27703 | Advisory (Plan) | $19,312 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $23,714 | $100,801-76.5% | $149,696-84.2% | $73,409-67.7% |
| Participation rate | 49.8% | 77.7%-27.9pp | 82.5%-32.7pp | 72.2%-22.4pp |
| Annual return | 13.53% | 265.34%-251.8pp | 276.60%-263.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,524 | $6,404-76.2% | $6,842-77.7% | $3,805-60.0% |
| Admin fee / account holder | $337 | $181+86.6% | $9,309-96.4% | $158+113.7% |