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 | $325 |
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 | $99,264 | $85,766+15.7% | $136,294-27.2% | $70,131+41.5% |
| Participation rate | 78.4% | 74.2%+4.2pp | 81.9%-3.6pp | 69.5%+8.8pp |
| Annual return | 13.69% | 31.45%-17.8pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,175 | $2,966+40.8% | $4,695-11.1% | $2,342+78.2% |
| Participant deferral / active EE | $8,274 | $5,051+63.8% | $6,247+32.4% | $3,332+148.3% |
| Admin fee / account holder | $3 | $5,420-100.0% | $9,243-100.0% | $4,645-99.9% |