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 | $20,895 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,118 | $70,428+16.6% | $96,562-15.0% | $85,850-4.3% |
| Participation rate | 76.9% | 61.8%+15.1pp | 69.8%+7.1pp | 69.3%+7.6pp |
| Annual return | 10.83% | 18.59%-7.8pp | 37.78%-27.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,863 | $1,413+31.9% | $2,356-20.9% | $2,565-27.4% |
| Participant deferral / active EE | $4,990 | $2,894+72.4% | $3,849+29.6% | $3,952+26.3% |
| Admin fee / account holder | $230 | $4,997-95.4% | $6,181-96.3% | $6,260-96.3% |