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 15 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,109 |
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 | $31,835 | $50,498-37.0% | $75,781-58.0% | $55,191-42.3% |
| Participation rate | 88.8% | 69.4%+19.3pp | 75.8%+13.0pp | 69.2%+19.6pp |
| Annual return | 1.14% | 1.80%-0.7pp | 9.68%-8.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $416 | $2,291-81.8% | $3,323-87.5% | $1,899-78.1% |
| Participant deferral / active EE | $2,431 | $2,589-6.1% | $3,651-33.4% | $3,046-20.2% |
| Admin fee / account holder | $13 | $123-89.6% | $5,299-99.8% | $91-85.9% |