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 | $39,041 |
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 | $78,765 | $49,138+60.3% | $84,015-6.2% | $65,185+20.8% |
| Participation rate | 75.7% | 60.7%+14.9pp | 69.0%+6.6pp | 70.2%+5.5pp |
| Annual return | 20.63% | 23.00%-2.4pp | 71.31%-50.7pp | 29.38%-8.8pp |
| Employer contribution / active EE | $798 | $914-12.6% | $1,983-59.8% | $2,177-63.3% |
| Participant deferral / active EE | $2,833 | $2,397+18.2% | $3,239-12.5% | $3,514-19.4% |
| Admin fee / account holder | $223 | $543-58.9% | $6,101-96.3% | $847-73.7% |