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 | $15,216 |
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 | $97,405 | $56,443+72.6% | $83,848+16.2% | $55,725+74.8% |
| Participation rate | 94.0% | 72.0%+21.9pp | 76.1%+17.8pp | 70.9%+23.1pp |
| Annual return | -6.21% | 393.67%-399.9pp | 850.88%-857.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,040 | $2,682-23.9% | $3,631-43.8% | $2,078-1.8% |
| Participant deferral / active EE | $6,100 | $2,965+105.8% | $4,082+49.5% | $3,356+81.8% |
| Admin fee / account holder | $18 | $156-88.3% | $5,478-99.7% | $115-84.2% |