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 | $35,383 |
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 | $60,746 | $51,466+18.0% | $78,778-22.9% | $62,292-2.5% |
| Participation rate | 83.3% | 59.8%+23.5pp | 69.2%+14.1pp | 69.5%+13.8pp |
| Annual return | 14.84% | 19.96%-5.1pp | 35.62%-20.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $631 | $827-23.7% | $1,986-68.2% | $2,042-69.1% |
| Participant deferral / active EE | $3,538 | $2,147+64.8% | $2,958+19.6% | $3,169+11.7% |
| Admin fee / account holder | $167 | $489-65.9% | $5,134-96.7% | $479-65.2% |