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 | $2,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,204 | $46,761-73.9% | $106,619-88.6% | $57,658-78.8% |
| Participation rate | 29.8% | 56.9%-27.1pp | 78.0%-48.2pp | 70.2%-40.5pp |
| Annual return | 18.21% | 15.77%+2.4pp | 9.42%+8.8pp | 5.13%+13.1pp |
| Employer contribution / active EE | $276 | $1,274-78.3% | $3,947-93.0% | $1,974-86.0% |
| Participant deferral / active EE | $1,269 | $1,954-35.1% | $3,930-67.7% | $3,061-58.5% |
| Admin fee / account holder | $17 | $97-82.5% | $6,418-99.7% | $95-82.1% |