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 | $350 |
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 | $87,312 | $76,552+14.1% | $123,892-29.5% | $62,891+38.8% |
| Participation rate | 78.0% | 73.0%+5.0pp | 81.4%-3.4pp | 69.3%+8.7pp |
| Annual return | -1.12% | 18.68%-19.8pp | 47.52%-48.6pp | 20.14%-21.3pp |
| Employer contribution / active EE | $3,859 | $2,883+33.9% | $4,617-16.4% | $2,281+69.2% |
| Participant deferral / active EE | $8,126 | $4,840+67.9% | $5,984+35.8% | $3,203+153.7% |
| Admin fee / account holder | $3 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |