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 | $33,672 |
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 | $28,445 | $64,286-55.8% | $90,951-68.7% | $73,409-61.3% |
| Participation rate | 94.9% | 63.6%+31.3pp | 69.0%+25.9pp | 72.2%+22.7pp |
| Annual return | 12.59% | 21.45%-8.9pp | 134.60%-122.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,060 | $895+18.5% | $2,122-50.1% | $2,234-52.6% |
| Participant deferral / active EE | $2,879 | $2,453+17.4% | $3,373-14.6% | $3,805-24.3% |
| Admin fee / account holder | $85 | $287-70.3% | $5,959-98.6% | $158-46.0% |