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 | $7,477 |
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 | $31,090 | $50,958-39.0% | $74,550-58.3% | $64,186-51.6% |
| Participation rate | 23.7% | 61.1%-37.4pp | 69.1%-45.5pp | 69.6%-45.9pp |
| Annual return | -6.97% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $201 | $1,115-81.9% | $1,961-89.7% | $2,381-91.5% |
| Participant deferral / active EE | $1,198 | $2,301-48.0% | $3,108-61.5% | $3,470-65.5% |
| Admin fee / account holder | $220 | $4,223-94.8% | $5,060-95.7% | $4,888-95.5% |