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 | $1,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,759 | $56,629-35.1% | $77,999-52.9% | $55,167-33.4% |
| Participation rate | 66.4% | 73.3%-6.9pp | 75.5%-9.1pp | 69.0%-2.6pp |
| Annual return | 6.49% | 2866.98%-2860.5pp | 425.96%-419.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $331 | $1,723-80.8% | $2,470-86.6% | $1,963-83.1% |
| Participant deferral / active EE | $2,157 | $2,777-22.3% | $3,497-38.3% | $3,054-29.4% |
| Admin fee / account holder | $23 | $467-95.1% | $5,480-99.6% | $504-95.5% |