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 9-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 | $0 |
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 | $50,117 | $78,419-36.1% | $133,956-62.6% | $73,409-31.7% |
| Participation rate | 69.0% | 78.6%-9.6pp | 79.8%-10.8pp | 72.2%-3.2pp |
| Annual return | 19.24% | 33.35%-14.1pp | 45.09%-25.8pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,052 | $2,044-48.5% | $3,919-73.2% | $2,234-52.9% |
| Participant deferral / active EE | $2,914 | $3,925-25.8% | $5,048-42.3% | $3,805-23.4% |
| Admin fee / account holder | $99 | $161-38.9% | $8,927-98.9% | $158-37.5% |