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 | $615,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,513 | $32,284-21.0% | $74,550-65.8% | $68,904-63.0% |
| Participation rate | 59.4% | 58.1%+1.3pp | 69.1%-9.8pp | 74.1%-14.8pp |
| Annual return | -5.80% | -4.24%-1.6pp | 32.53%-38.3pp | 1.07%-6.9pp |
| Employer contribution / active EE | $699 | $782-10.6% | $1,961-64.4% | $2,540-72.5% |
| Participant deferral / active EE | $2,628 | $1,518+73.1% | $3,108-15.4% | $4,015-34.6% |
| Admin fee / account holder | $112 | $72+55.8% | $5,060-97.8% | $71+57.6% |