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 | $3,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,845 | $78,419-17.3% | $133,956-51.6% | $73,409-11.7% |
| Participation rate | 55.1% | 78.6%-23.5pp | 79.8%-24.7pp | 72.2%-17.1pp |
| Annual return | 15.88% | 33.35%-17.5pp | 45.09%-29.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,246 | $2,044-39.1% | $3,919-68.2% | $2,234-44.2% |
| Participant deferral / active EE | $4,678 | $3,925+19.2% | $5,048-7.3% | $3,805+22.9% |
| Admin fee / account holder | $137 | $161-15.3% | $8,927-98.5% | $158-13.5% |