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 | $42,208 |
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 | $38,020 | $64,286-40.9% | $90,951-58.2% | $73,409-48.2% |
| Participation rate | 79.4% | 63.6%+15.8pp | 69.0%+10.4pp | 72.2%+7.2pp |
| Annual return | 15.71% | 21.45%-5.7pp | 134.60%-118.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $476 | $895-46.8% | $2,122-77.6% | $2,234-78.7% |
| Participant deferral / active EE | $3,231 | $2,453+31.7% | $3,373-4.2% | $3,805-15.1% |
| Admin fee / account holder | $133 | $287-53.8% | $5,959-97.8% | $158-16.1% |