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 | $17,106 |
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 | $112,724 | $66,601+69.3% | $92,893+21.3% | $67,579+66.8% |
| Participation rate | 93.8% | 72.5%+21.3pp | 76.0%+17.8pp | 71.3%+22.6pp |
| Annual return | 19.95% | 92.58%-72.6pp | 109.41%-89.5pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,983 | $2,775-28.5% | $3,653-45.7% | $2,148-7.7% |
| Participant deferral / active EE | $5,920 | $3,157+87.5% | $4,236+39.7% | $3,539+67.3% |
| Admin fee / account holder | $20 | $199-89.9% | $5,794-99.7% | $142-85.9% |