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 | $0 |
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 exceed $250,000 - top-decile high-value plan.
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 | $251,350 | $123,793+103.0% | $177,821+41.3% | $79,858+214.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.41% | 22.82%-17.4pp | 48.32%-42.9pp | 31.71%-26.3pp |
| Employer contribution / active EE | $2,329 | $4,095-43.1% | $5,918-60.6% | $2,471-5.7% |
| Participant deferral / active EE | $3,014 | $5,956-49.4% | $7,714-60.9% | $3,740-19.4% |
| Admin fee / account holder | $617 | $7,243-91.5% | $12,427-95.0% | $5,306-88.4% |