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 | $616 |
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 | $38,147 | $51,466-25.9% | $78,778-51.6% | $62,292-38.8% |
| Participation rate | 48.9% | 59.8%-10.9pp | 69.2%-20.3pp | 69.5%-20.7pp |
| Annual return | 28.32% | 19.96%+8.4pp | 35.62%-7.3pp | 28.90%-0.6pp |
| Employer contribution / active EE | $84 | $827-89.8% | $1,986-95.8% | $2,042-95.9% |
| Participant deferral / active EE | $1,402 | $2,147-34.7% | $2,958-52.6% | $3,169-55.8% |
| Admin fee / account holder | $6 | $489-98.8% | $5,134-99.9% | $479-98.8% |