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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,944 | $50,666+126.9% | $76,817+49.6% | $65,185+76.3% |
| Participation rate | 82.8% | 68.8%+14.0pp | 72.1%+10.8pp | 70.2%+12.6pp |
| Annual return | 17.00% | 28.51%-11.5pp | 1166.11%-1149.1pp | 29.38%-12.4pp |
| Employer contribution / active EE | $2,745 | $1,575+74.3% | $2,302+19.2% | $2,177+26.1% |
| Participant deferral / active EE | $4,119 | $2,647+55.6% | $3,336+23.5% | $3,514+17.2% |
| Admin fee / account holder | $0 | $463-100.0% | $6,420-100.0% | $847-100.0% |