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 | $606 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $182,753 | $99,957+82.8% | $149,696+22.1% | $73,488+148.7% |
| Participation rate | 98.2% | 75.7%+22.5pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 18.72% | 53.87%-35.1pp | 276.60%-257.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $9,218 | $3,191+188.9% | $4,644+98.5% | $2,270+306.1% |
| Participant deferral / active EE | $10,096 | $6,073+66.3% | $6,842+47.6% | $3,740+170.0% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.3% |