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 | $67,419 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,077 | $85,135+5.8% | $98,907-8.9% | $73,409+22.7% |
| Participation rate | 97.1% | 81.1%+16.0pp | 76.0%+21.1pp | 72.2%+24.9pp |
| Annual return | 12.07% | 19.14%-7.1pp | 196.43%-184.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $5,027 | $2,721+84.8% | $2,689+87.0% | $2,234+125.1% |
| Participant deferral / active EE | $3,393 | $4,349-22.0% | $4,244-20.0% | $3,805-10.8% |
| Admin fee / account holder | $210 | $139+50.7% | $6,642-96.8% | $158+32.9% |