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 | $1,188 |
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 | $4,548 | $54,320-91.6% | $67,652-93.3% | $52,331-91.3% |
| Participation rate | 78.9% | 73.6%+5.4pp | 75.7%+3.3pp | 68.1%+10.8pp |
| Annual return | 3.15% | 6.81%-3.7pp | 6625.04%-6621.9pp | 4.54%-1.4pp |
| Employer contribution / active EE | $775 | $1,544-49.8% | $2,266-65.8% | $1,882-58.8% |
| Participant deferral / active EE | $1,814 | $2,950-38.5% | $3,560-49.0% | $3,022-40.0% |
| Admin fee / account holder | $7 | $527-98.7% | $4,821-99.9% | $592-98.9% |