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 | $105,625 |
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 | $37,481 | $78,419-52.2% | $133,956-72.0% | $73,409-48.9% |
| Participation rate | 95.2% | 78.6%+16.6pp | 79.8%+15.4pp | 72.2%+23.1pp |
| Annual return | 16.52% | 33.35%-16.8pp | 45.09%-28.6pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,935 | $2,044-5.3% | $3,919-50.6% | $2,234-13.4% |
| Participant deferral / active EE | $4,722 | $3,925+20.3% | $5,048-6.5% | $3,805+24.1% |
| Admin fee / account holder | $96 | $161-40.6% | $8,927-98.9% | $158-39.3% |