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 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,046 | $46,966+30.0% | $185,117-67.0% | $69,631-12.3% |
| Participation rate | 42.8% | 65.3%-22.5pp | 77.3%-34.5pp | 70.7%-27.9pp |
| Annual return | 18.88% | 22.36%-3.5pp | 40.50%-21.6pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $773 | $1,360-43.2% | $4,182-81.5% | $2,032-62.0% |
| Participant deferral / active EE | $2,996 | $3,017-0.7% | $5,045-40.6% | $3,224-7.1% |
| Admin fee / account holder | $9 | $94-90.6% | $8,159-99.9% | $110-92.0% |