Filed April 15, 2025
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 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $163,598 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,326 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,509 | $105,247-66.3% | $87,100-59.2% | $77,787-54.4% |
| Participation rate | 89.1% | 85.8%+3.3pp | 76.9%+12.3pp | 73.2%+15.9pp |
| Annual return | 23.12% | 24.52%-1.4pp | 28.19%-5.1pp | 32.57%-9.5pp |
| Employer contribution / active EE | $1,258 | $2,895-56.5% | $2,521-50.1% | $2,504-49.8% |
| Participant deferral / active EE | $3,129 | $5,060-38.2% | $4,049-22.7% | $3,967-21.1% |
| Admin fee / account holder | $52 | $104-50.3% | $7,497-99.3% | $100-48.1% |