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 · GREENVILLE VILLAGE, CO 80111 | Recordkeeping Fees | $27,272 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,968 | $52,293-42.7% | $178,490-83.2% | $73,409-59.2% |
| Participation rate | 97.1% | 65.3%+31.8pp | 81.9%+15.2pp | 72.2%+25.0pp |
| Annual return | 2.92% | 34.75%-31.8pp | 151.07%-148.2pp | 59.29%-56.4pp |
| Employer contribution / active EE | $1,377 | $1,735-20.6% | $5,011-72.5% | $2,234-38.3% |
| Participant deferral / active EE | $3,481 | $2,332+49.3% | $5,202-33.1% | $3,805-8.5% |
| Admin fee / account holder | $55 | $127-56.7% | $13,984-99.6% | $158-65.1% |