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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,879 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,770 | $37,196-33.4% | $154,107-83.9% | $55,725-55.5% |
| Participation rate | 90.5% | 64.1%+26.4pp | 83.0%+7.5pp | 70.9%+19.7pp |
| Annual return | -3.88% | 1319.68%-1323.6pp | 735.12%-739.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,354 | $2,068+13.8% | $5,081-53.7% | $3,356-29.9% |
| Admin fee / account holder | $11 | $102-89.1% | $13,411-99.9% | $115-90.4% |