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 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $135,790 |
TD AMERITRADE, INC.2 years Service code 59 | Shareholder Servicing | $0 |
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 | $185,962 | $73,404+153.3% | $87,100+113.5% | $67,579+175.2% |
| Participation rate | 95.6% | 80.9%+14.7pp | 76.9%+18.7pp | 71.3%+24.3pp |
| Annual return | 23.94% | 48.29%-24.3pp | 28.19%-4.2pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,883 | $2,014+43.2% | $2,521+14.4% | $2,148+34.2% |
| Participant deferral / active EE | $10,070 | $3,913+157.4% | $4,049+148.7% | $3,539+184.5% |
| Admin fee / account holder | $90 | $142-36.2% | $7,497-98.8% | $142-36.5% |