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 8-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 | $51,841 |
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 | $68,341 | $85,135-19.7% | $98,907-30.9% | $73,409-6.9% |
| Participation rate | 69.2% | 81.1%-12.0pp | 76.0%-6.9pp | 72.2%-3.0pp |
| Annual return | 14.33% | 19.14%-4.8pp | 196.43%-182.1pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,617 | $2,721-40.6% | $2,689-39.9% | $2,234-27.6% |
| Participant deferral / active EE | $2,646 | $4,349-39.2% | $4,244-37.6% | $3,805-30.5% |
| Admin fee / account holder | $97 | $139-30.6% | $6,642-98.5% | $158-38.7% |