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 | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,336 | $59,186-75.8% | $76,768-81.3% | $56,287-74.5% |
| Participation rate | 81.6% | 75.2%+6.4pp | 77.0%+4.6pp | 69.9%+11.7pp |
| Annual return | -1.09% | 6.62%-7.7pp | 2.43%-3.5pp | -9.96%+8.9pp |
| Employer contribution / active EE | $1,109 | $1,759-36.9% | $2,485-55.4% | $2,111-47.5% |
| Participant deferral / active EE | $584 | $3,255-82.1% | $3,852-84.8% | $3,350-82.6% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |