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 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $37,788 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,531 | $71,957-74.2% | $67,652-72.6% | $59,188-68.7% |
| Participation rate | 73.6% | 82.7%-9.1pp | 75.7%-2.1pp | 69.4%+4.1pp |
| Annual return | 1.74% | 8.53%-6.8pp | 6625.04%-6623.3pp | 5.51%-3.8pp |
| Employer contribution / active EE | $715 | $2,432-70.6% | $2,266-68.4% | $2,098-65.9% |
| Participant deferral / active EE | $2,147 | $4,211-49.0% | $3,560-39.7% | $3,265-34.2% |
| Admin fee / account holder | $30 | $64-53.5% | $4,821-99.4% | $92-67.7% |