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 | $32,083 |
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 | $25,703 | $40,174-36.0% | $84,015-69.4% | $67,579-62.0% |
| Participation rate | 94.9% | 62.7%+32.2pp | 69.0%+25.9pp | 71.3%+23.6pp |
| Annual return | 21.30% | 25.82%-4.5pp | 71.31%-50.0pp | 378.56%-357.3pp |
| Employer contribution / active EE | $963 | $808+19.3% | $1,983-51.4% | $2,148-55.2% |
| Participant deferral / active EE | $2,576 | $2,301+12.0% | $3,239-20.4% | $3,539-27.2% |
| Admin fee / account holder | $77 | $128-40.0% | $6,101-98.7% | $142-45.9% |