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 VILLIAGE, CO 80111 | Recordkeeping Fees | $1,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,136 | $43,423-9.9% | $78,689-50.3% | $55,167-29.1% |
| Participation rate | 57.4% | 68.0%-10.7pp | 73.6%-16.2pp | 69.0%-11.6pp |
| Annual return | 7.95% | 11.53%-3.6pp | 62.18%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $632 | $1,997-68.3% | $2,851-77.8% | $1,963-67.8% |
| Participant deferral / active EE | $1,764 | $2,509-29.7% | $3,517-49.9% | $3,054-42.3% |
| Admin fee / account holder | $21 | $416-94.9% | $4,510-99.5% | $504-95.8% |