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 | $1,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,037 | $49,138-18.5% | $84,015-52.3% | $65,185-38.6% |
| Participation rate | 60.3% | 60.7%-0.4pp | 69.0%-8.7pp | 70.2%-9.9pp |
| Annual return | 28.91% | 23.00%+5.9pp | 71.31%-42.4pp | 29.38%-0.5pp |
| Employer contribution / active EE | $137 | $914-85.0% | $1,983-93.1% | $2,177-93.7% |
| Participant deferral / active EE | $2,139 | $2,397-10.8% | $3,239-34.0% | $3,514-39.1% |
| Admin fee / account holder | $9 | $543-98.4% | $6,101-99.9% | $847-99.0% |