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 7-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 | $12,988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,153 | $78,422+225.4% | $95,952+165.9% | $79,858+219.5% |
| Participation rate | 89.9% | 73.5%+16.4pp | 77.1%+12.8pp | 69.6%+20.2pp |
| Annual return | 12.89% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,920 | $3,440+159.3% | $4,167+114.1% | $3,740+138.5% |
| Admin fee / account holder | $155 | $5,622-97.2% | $6,795-97.7% | $5,306-97.1% |