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 | $25,689 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,017 | $73,404-55.0% | $87,100-62.1% | $67,579-51.1% |
| Participation rate | 71.7% | 80.9%-9.2pp | 76.9%-5.2pp | 71.3%+0.4pp |
| Annual return | 19.87% | 48.29%-28.4pp | 28.19%-8.3pp | 378.56%-358.7pp |
| Employer contribution / active EE | $468 | $2,014-76.7% | $2,521-81.4% | $2,148-78.2% |
| Participant deferral / active EE | $2,336 | $3,913-40.3% | $4,049-42.3% | $3,539-34.0% |
| Admin fee / account holder | $263 | $142+86.0% | $7,497-96.5% | $142+85.1% |