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 | $25,160 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,568 | $46,732-75.2% | $156,549-92.6% | $55,167-79.0% |
| Participation rate | 71.9% | 65.8%+6.1pp | 84.0%-12.1pp | 69.0%+2.9pp |
| Annual return | 6.90% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $572 | $2,105-72.8% | $5,501-89.6% | $1,963-70.8% |
| Participant deferral / active EE | $1,550 | $2,204-29.7% | $4,871-68.2% | $3,054-49.3% |
| Admin fee / account holder | $68 | $418-83.7% | $13,027-99.5% | $504-86.4% |