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 8-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $138 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,986 | $42,548-53.0% | $74,550-73.2% | $56,287-64.5% |
| Participation rate | 71.5% | 60.5%+11.1pp | 69.1%+2.4pp | 69.9%+1.7pp |
| Annual return | -0.92% | 12.40%-13.3pp | 32.53%-33.5pp | -9.96%+9.0pp |
| Employer contribution / active EE | $1,928 | $855+125.5% | $1,961-1.7% | $2,111-8.7% |
| Participant deferral / active EE | $2,672 | $2,277+17.3% | $3,108-14.0% | $3,350-20.2% |
| Admin fee / account holder | $2 | $467-99.6% | $5,060-100.0% | $521-99.7% |