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 | $10,575 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $671 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,150 | $82,546-85.3% | $140,016-91.3% | $75,289-83.9% |
| Participation rate | 87.5% | 88.4%-0.8pp | 87.5%0pp | 72.4%+15.1pp |
| Annual return | 5.36% | -0.36%+5.7pp | 651.12%-645.8pp | -0.04%+5.4pp |
| Employer contribution / active EE | $0 | $3,856-100.0% | $5,606-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,017 | $5,731-12.5% | $6,927-27.6% | $3,739+34.2% |
| Admin fee / account holder | $8 | $86-90.3% | $10,705-99.9% | $102-91.9% |