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 5-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 | $17,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,250 | $73,638-50.8% | $108,410-66.6% | $79,386-54.3% |
| Participation rate | 69.4% | 77.4%-8.0pp | 80.1%-10.7pp | 70.7%-1.3pp |
| Annual return | 18.46% | 33.27%-14.8pp | 905.27%-886.8pp | 116.85%-98.4pp |
| Employer contribution / active EE | -$129 | $2,397-105.4% | $3,558-103.6% | $2,427-105.3% |
| Participant deferral / active EE | $5,484 | $6,218-11.8% | $6,563-16.4% | $4,046+35.6% |
| Admin fee / account holder | $98 | $638-84.6% | $7,295-98.7% | $626-84.3% |