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 | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $132,741 | $73,638+80.3% | $95,952+38.3% | $73,488+80.6% |
| Participation rate | 68.6% | 76.2%-7.5pp | 77.1%-8.4pp | 70.7%-2.0pp |
| Annual return | 17.61% | 16.78%+0.8pp | 91.61%-74.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $606 | $1,863-67.5% | $2,541-76.2% | $2,270-73.3% |
| Participant deferral / active EE | $4,716 | $3,617+30.4% | $4,167+13.2% | $3,740+26.1% |
| Admin fee / account holder | $2 | $482-99.6% | $6,795-100.0% | $513-99.7% |