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 | $1,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,124 | $39,245-5.4% | $64,105-42.1% | $52,331-29.1% |
| Participation rate | 45.6% | 58.2%-12.6pp | 68.2%-22.6pp | 68.1%-22.5pp |
| Annual return | 4.03% | 14.79%-10.8pp | 791.24%-787.2pp | 4.54%-0.5pp |
| Employer contribution / active EE | $57 | $736-92.3% | $1,820-96.9% | $1,882-97.0% |
| Participant deferral / active EE | $1,049 | $1,992-47.4% | $2,822-62.8% | $3,022-65.3% |
| Admin fee / account holder | $21 | $592-96.4% | $4,499-99.5% | $592-96.4% |