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 | $50,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $95,157 | $52,670+80.7% | $90,404+5.3% | $73,409+29.6% |
| Participation rate | 61.0% | 67.7%-6.7pp | 72.7%-11.7pp | 72.2%-11.2pp |
| Annual return | 17.35% | 20.70%-3.4pp | 1293.02%-1275.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,931 | $1,872+56.6% | $3,262-10.2% | $2,234+31.2% |
| Participant deferral / active EE | $4,331 | $2,807+54.3% | $3,963+9.3% | $3,805+13.8% |
| Admin fee / account holder | $202 | $117+72.7% | $5,611-96.4% | $158+27.7% |