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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,908 | $86,225-44.4% | $146,665-67.3% | $86,799-44.8% |
| Participation rate | 57.1% | 78.0%-20.8pp | 80.1%-22.9pp | 72.3%-15.1pp |
| Annual return | 13.38% | 31.23%-17.8pp | 22.74%-9.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $792 | $2,392-66.9% | $4,136-80.8% | $2,405-67.1% |
| Participant deferral / active EE | $2,382 | $4,245-43.9% | $5,506-56.7% | $4,131-42.3% |
| Admin fee / account holder | $119 | $195-38.8% | $10,280-98.8% | $170-29.6% |