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 | $30,340 |
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 | $21,661 | $35,485-39.0% | $74,550-70.9% | $55,725-61.1% |
| Participation rate | 94.0% | 62.5%+31.5pp | 69.1%+24.9pp | 70.9%+23.2pp |
| Annual return | -6.04% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $869 | $777+11.8% | $1,961-55.7% | $2,078-58.2% |
| Participant deferral / active EE | $2,385 | $2,181+9.3% | $3,108-23.3% | $3,356-28.9% |
| Admin fee / account holder | $78 | $114-32.0% | $5,060-98.5% | $115-32.5% |