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 9-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 | $5,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,585 | $25,302+68.3% | $74,701-43.0% | $67,579-37.0% |
| Participation rate | 70.9% | 37.8%+33.0pp | 54.5%+16.4pp | 71.3%-0.4pp |
| Annual return | 19.01% | 10291.17%-10272.2pp | 752.92%-733.9pp | 378.56%-359.5pp |
| Employer contribution / active EE | $709 | $446+58.9% | $1,084-34.5% | $2,148-67.0% |
| Participant deferral / active EE | $2,349 | $954+146.2% | $1,964+19.6% | $3,539-33.6% |
| Admin fee / account holder | $14 | $108-86.8% | $3,333-99.6% | $142-90.0% |