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 | $78,636 |
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 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 | $82,340 | $37,044+122.3% | $71,796+14.7% | $57,658+42.8% |
| Participation rate | 64.7% | 61.1%+3.6pp | 69.1%-4.4pp | 70.2%-5.6pp |
| Annual return | 7.82% | 12.64%-4.8pp | 78.04%-70.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $863 | $720+19.8% | $1,924-55.2% | $1,974-56.3% |
| Participant deferral / active EE | $2,502 | $1,974+26.8% | $2,794-10.4% | $3,061-18.2% |
| Admin fee / account holder | $249 | $101+146.5% | $4,815-94.8% | $95+163.2% |