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 | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,157 | $50,464-40.2% | $75,781-60.2% | $52,331-42.4% |
| Participation rate | 49.7% | 66.8%-17.1pp | 75.8%-26.1pp | 68.1%-18.4pp |
| Annual return | 11.71% | 1.03%+10.7pp | 9.68%+2.0pp | 4.54%+7.2pp |
| Employer contribution / active EE | $1,926 | $1,988-3.1% | $3,323-42.0% | $1,882+2.4% |
| Participant deferral / active EE | $3,615 | $2,570+40.7% | $3,651-1.0% | $3,022+19.6% |
| Admin fee / account holder | $8 | $1,103-99.2% | $5,299-99.8% | $592-98.6% |