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 | $3,750 |
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 | $42,153 | $60,349-30.2% | $74,183-43.2% | $62,891-33.0% |
| Participation rate | 49.4% | 72.7%-23.3pp | 76.6%-27.2pp | 69.3%-19.9pp |
| Annual return | 7.96% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $352 | $1,680-79.0% | $2,370-85.1% | $2,281-84.6% |
| Participant deferral / active EE | $2,093 | $2,856-26.7% | $3,550-41.0% | $3,203-34.6% |
| Admin fee / account holder | $61 | $4,261-98.6% | $5,586-98.9% | $4,296-98.6% |