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 9-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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $179,651 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,641 | $77,197+27.8% | $86,874+13.5% | $93,030+6.0% |
| Participation rate | 90.9% | 78.2%+12.7pp | 71.6%+19.3pp | 73.9%+17.0pp |
| Annual return | 13.09% | 16.31%-3.2pp | 63.52%-50.4pp | 158.70%-145.6pp |
| Employer contribution / active EE | $2,733 | $2,514+8.7% | $2,495+9.5% | $2,706+1.0% |
| Participant deferral / active EE | $4,852 | $3,831+26.7% | $3,699+31.2% | $4,562+6.3% |
| Admin fee / account holder | $91 | $105-13.2% | $5,828-98.4% | $152-40.0% |