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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,140 |
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 | $41,652 | $42,546-2.1% | $71,796-42.0% | $55,167-24.5% |
| Participation rate | 83.4% | 59.1%+24.3pp | 69.1%+14.3pp | 69.0%+14.4pp |
| Annual return | 8.54% | 12.36%-3.8pp | 78.04%-69.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $828 | $803+3.0% | $1,924-57.0% | $1,963-57.8% |
| Participant deferral / active EE | $2,520 | $2,064+22.1% | $2,794-9.8% | $3,054-17.5% |
| Admin fee / account holder | $137 | $650-78.9% | $4,815-97.2% | $504-72.8% |