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 9-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 | $49,486 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,155 | $73,638+57.7% | $108,410+7.1% | $79,386+46.3% |
| Participation rate | 95.0% | 77.4%+17.6pp | 80.1%+14.9pp | 70.7%+24.3pp |
| Annual return | 16.24% | 33.27%-17.0pp | 905.27%-889.0pp | 116.85%-100.6pp |
| Employer contribution / active EE | $6,400 | $2,397+167.0% | $3,558+79.9% | $2,427+163.7% |
| Participant deferral / active EE | $9,631 | $6,218+54.9% | $6,563+46.8% | $4,046+138.1% |
| Admin fee / account holder | $162 | $638-74.6% | $7,295-97.8% | $626-74.2% |