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 | $120 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,671 | $84,936+59.7% | $111,297+21.9% | $79,386+70.9% |
| Participation rate | 74.2% | 75.9%-1.7pp | 77.3%-3.1pp | 70.7%+3.5pp |
| Annual return | 11.89% | 17.45%-5.6pp | 54.65%-42.8pp | 116.85%-105.0pp |
| Employer contribution / active EE | $692 | $1,979-65.0% | $2,731-74.7% | $2,427-71.5% |
| Participant deferral / active EE | $4,973 | $3,888+27.9% | $4,487+10.8% | $4,046+22.9% |
| Admin fee / account holder | $1 | $537-99.8% | $7,964-100.0% | $626-99.8% |