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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,913 | $46,674+11.2% | $117,472-55.8% | $68,494-24.2% |
| Participation rate | 48.8% | 56.8%-8.0pp | 70.6%-21.8pp | 67.9%-19.1pp |
| Annual return | 3.14% | -14.52%+17.7pp | 29.74%-26.6pp | -7.84%+11.0pp |
| Employer contribution / active EE | $338 | $1,505-77.6% | $4,176-91.9% | $2,596-87.0% |
| Participant deferral / active EE | $1,982 | $2,636-24.8% | $4,070-51.3% | $4,027-50.8% |
| Admin fee / account holder | $506 | $4,020-87.4% | $5,645-91.0% | $5,403-90.6% |