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 | $7,422 |
Filed as: CONSULTING, LLC DESCHUTES INVESTMEN Service code 27 200 SW MARKET STREET STE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $6,516 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,529 | $50,385-51.3% | $75,670-67.6% | $62,292-60.6% |
| Participation rate | 37.9% | 67.7%-29.8pp | 72.3%-34.4pp | 69.5%-31.6pp |
| Annual return | 14.50% | 19.90%-5.4pp | 27.34%-12.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $377 | $1,537-75.5% | $2,352-84.0% | $2,042-81.5% |
| Participant deferral / active EE | $1,589 | $2,445-35.0% | $3,142-49.4% | $3,169-49.9% |
| Admin fee / account holder | $154 | $384-59.9% | $5,800-97.3% | $479-67.8% |