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 | $63,595 |
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 | $82,539 | $74,347+11.0% | $93,606-11.8% | $67,579+22.1% |
| Participation rate | 97.7% | 80.6%+17.1pp | 75.8%+21.9pp | 71.3%+26.5pp |
| Annual return | 22.61% | 28.07%-5.5pp | 32.76%-10.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $4,720 | $2,583+82.7% | $2,718+73.6% | $2,148+119.7% |
| Participant deferral / active EE | $3,325 | $4,060-18.1% | $4,069-18.3% | $3,539-6.1% |
| Admin fee / account holder | $201 | $123+63.6% | $7,888-97.5% | $142+41.0% |