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 | $2,844 |
Participant contribution per participant 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 | $25,298 | $45,283-44.1% | $155,790-83.8% | $52,331-51.7% |
| Participation rate | 97.0% | 62.2%+34.8pp | 76.1%+20.9pp | 68.1%+28.9pp |
| Annual return | 0.17% | 1.80%-1.6pp | 71.54%-71.4pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,861 | $1,329+40.1% | $3,836-51.5% | $1,882-1.1% |
| Participant deferral / active EE | $937 | $2,854-67.2% | $4,797-80.5% | $3,022-69.0% |
| Admin fee / account holder | $23 | $981-97.6% | $7,478-99.7% | $592-96.1% |