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 | $9,044 |
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 | $92,071 | $80,005+15.1% | $140,016-34.2% | $55,725+65.2% |
| Participation rate | 97.0% | 87.0%+10.0pp | 87.5%+9.5pp | 70.9%+26.1pp |
| Annual return | -8.67% | 0.46%-9.1pp | 651.12%-659.8pp | 244.93%-253.6pp |
| Employer contribution / active EE | $4,276 | $3,403+25.7% | $5,606-23.7% | $2,078+105.8% |
| Participant deferral / active EE | $9,518 | $5,264+80.8% | $6,927+37.4% | $3,356+183.7% |
| Admin fee / account holder | $30 | $116-73.7% | $10,705-99.7% | $115-73.6% |