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 | $6,562 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,556 | $79,519-11.3% | $95,952-26.5% | $73,409-3.9% |
| Participation rate | 91.3% | 81.2%+10.1pp | 77.1%+14.2pp | 72.2%+19.1pp |
| Annual return | 11.49% | 19.20%-7.7pp | 91.61%-80.1pp | 59.29%-47.8pp |
| Employer contribution / active EE | $1,908 | $2,048-6.8% | $2,541-24.9% | $2,234-14.6% |
| Participant deferral / active EE | $4,877 | $4,138+17.8% | $4,167+17.0% | $3,805+28.2% |
| Admin fee / account holder | $9 | $184-95.3% | $6,795-99.9% | $158-94.5% |