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 | $43,991 |
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 | $82,061 | $59,263+38.5% | $96,562-15.0% | $79,386+3.4% |
| Participation rate | 85.8% | 61.9%+23.9pp | 69.8%+16.0pp | 70.7%+15.1pp |
| Annual return | 11.18% | 27.07%-15.9pp | 37.78%-26.6pp | 116.85%-105.7pp |
| Employer contribution / active EE | $1,134 | $1,216-6.7% | $2,356-51.9% | $2,427-53.3% |
| Participant deferral / active EE | $4,147 | $2,948+40.7% | $3,849+7.7% | $4,046+2.5% |
| Admin fee / account holder | $237 | $658-64.1% | $6,181-96.2% | $626-62.2% |