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 | $72,413 |
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 | $48,730 | $48,064+1.4% | $78,778-38.1% | $69,631-30.0% |
| Participation rate | 90.1% | 61.6%+28.5pp | 69.2%+20.9pp | 70.7%+19.4pp |
| Annual return | 17.50% | 21.81%-4.3pp | 35.62%-18.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,025 | $744+37.8% | $1,986-48.4% | $2,032-49.6% |
| Participant deferral / active EE | $2,987 | $2,079+43.7% | $2,958+1.0% | $3,224-7.4% |
| Admin fee / account holder | $133 | $152-12.4% | $5,134-97.4% | $110+20.5% |