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 | $18,858 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,610 | $37,196+17.2% | $154,107-71.7% | $55,725-21.7% |
| Participation rate | 90.2% | 64.1%+26.1pp | 83.0%+7.1pp | 70.9%+19.3pp |
| Annual return | -3.17% | 1319.68%-1322.8pp | 735.12%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,191 | $1,614+35.7% | $5,298-58.6% | $2,078+5.4% |
| Participant deferral / active EE | $4,499 | $2,068+117.5% | $5,081-11.5% | $3,356+34.1% |
| Admin fee / account holder | $43 | $102-57.4% | $13,411-99.7% | $115-62.4% |