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 | $3,139 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,492 | $77,660-19.5% | $109,143-42.7% | $79,386-21.3% |
| Participation rate | 80.6% | 67.8%+12.8pp | 75.9%+4.7pp | 70.7%+9.9pp |
| Annual return | 11.89% | 23.44%-11.5pp | 25.75%-13.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,031 | $2,797-63.1% | $3,722-72.3% | $2,427-57.5% |
| Participant deferral / active EE | $3,345 | $3,518-4.9% | $4,653-28.1% | $4,046-17.3% |
| Admin fee / account holder | $26 | $732-96.5% | $6,752-99.6% | $626-95.9% |