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 | $886 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,419 | $63,299-39.3% | $91,001-57.8% | $62,292-38.3% |
| Participation rate | 73.2% | 73.3%-0.1pp | 75.6%-2.4pp | 69.5%+3.7pp |
| Annual return | 16.10% | 20.99%-4.9pp | 4.60%+11.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $382 | $1,807-78.8% | $2,456-84.4% | $2,042-81.3% |
| Participant deferral / active EE | $2,688 | $2,943-8.6% | $3,547-24.2% | $3,169-15.2% |
| Admin fee / account holder | $10 | $468-97.8% | $5,417-99.8% | $479-97.8% |