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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $70,896 |
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 | $78,285 | $75,284+4.0% | $91,001-14.0% | $69,631+12.4% |
| Participation rate | 84.1% | 80.4%+3.7pp | 75.6%+8.5pp | 70.7%+13.4pp |
| Annual return | 15.20% | 48.40%-33.2pp | 4.60%+10.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,659 | $2,473-32.9% | $2,456-32.4% | $2,032-18.3% |
| Participant deferral / active EE | $3,061 | $3,700-17.3% | $3,547-13.7% | $3,224-5.1% |
| Admin fee / account holder | $204 | $111+84.7% | $5,417-96.2% | $110+84.9% |