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 | $17,413 |
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 | $132,009 | $91,517+44.2% | $101,248+30.4% | $73,409+79.8% |
| Participation rate | 93.1% | 73.8%+19.3pp | 75.8%+17.3pp | 72.2%+21.0pp |
| Annual return | 16.14% | 17.17%-1.0pp | 46.47%-30.3pp | 59.29%-43.1pp |
| Employer contribution / active EE | $949 | $2,877-67.0% | $3,660-74.1% | $2,234-57.5% |
| Participant deferral / active EE | $6,241 | $3,338+86.9% | $4,370+42.8% | $3,805+64.0% |
| Admin fee / account holder | $21 | $216-90.5% | $5,945-99.7% | $158-87.0% |