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 | $39,328 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,193 | $54,573+50.6% | $90,951-9.6% | $73,488+11.8% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 70.7%+9.3pp |
| Annual return | 8.25% | 16.69%-8.4pp | 134.60%-126.4pp | 28.51%-20.3pp |
| Employer contribution / active EE | $880 | $991-11.2% | $2,122-58.5% | $2,270-61.2% |
| Participant deferral / active EE | $3,228 | $2,517+28.3% | $3,373-4.3% | $3,740-13.7% |
| Admin fee / account holder | $231 | $521-55.6% | $5,959-96.1% | $513-54.9% |