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 | $17,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,602 | $58,512+15.5% | $84,015-19.5% | $72,985-7.4% |
| Participation rate | 69.7% | 61.2%+8.4pp | 69.0%+0.7pp | 69.5%+0.2pp |
| Annual return | 23.00% | 28.93%-5.9pp | 71.31%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,076 | $1,163-7.5% | $1,983-45.8% | $2,440-55.9% |
| Participant deferral / active EE | $2,587 | $2,394+8.1% | $3,239-20.1% | $3,607-28.3% |
| Admin fee / account holder | $211 | $4,569-95.4% | $6,101-96.5% | $5,124-95.9% |