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 | $502,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,567 | $144,996-60.3% | $111,297-48.3% | $93,030-38.1% |
| Participation rate | 98.9% | 86.2%+12.7pp | 77.3%+21.6pp | 73.9%+25.0pp |
| Annual return | 18.33% | 18.26%+0.1pp | 54.65%-36.3pp | 158.70%-140.4pp |
| Employer contribution / active EE | $3,849 | $3,056+25.9% | $2,731+40.9% | $2,706+42.2% |
| Participant deferral / active EE | $4,976 | $5,587-10.9% | $4,487+10.9% | $4,562+9.1% |
| Admin fee / account holder | $76 | $103-26.7% | $7,964-99.0% | $152-50.0% |