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 | $55,988 |
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 | $41,742 | $37,044+12.7% | $71,796-41.9% | $57,658-27.6% |
| Participation rate | 90.0% | 61.1%+28.8pp | 69.1%+20.8pp | 70.2%+19.7pp |
| Annual return | 11.57% | 12.64%-1.1pp | 78.04%-66.5pp | 5.13%+6.4pp |
| Employer contribution / active EE | $800 | $720+11.1% | $1,924-58.4% | $1,974-59.5% |
| Participant deferral / active EE | $2,821 | $1,974+42.9% | $2,794+1.0% | $3,061-7.8% |
| Admin fee / account holder | $104 | $101+2.7% | $4,815-97.8% | $95+9.7% |