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 | $3,574 |
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 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 | $56,839 | $52,293+8.7% | $178,490-68.2% | $73,409-22.6% |
| Participation rate | 51.8% | 65.3%-13.5pp | 81.9%-30.1pp | 72.2%-20.3pp |
| Annual return | 13.89% | 34.75%-20.9pp | 151.07%-137.2pp | 59.29%-45.4pp |
| Employer contribution / active EE | $748 | $1,735-56.9% | $5,011-85.1% | $2,234-66.5% |
| Participant deferral / active EE | $1,700 | $2,332-27.1% | $5,202-67.3% | $3,805-55.3% |
| Admin fee / account holder | $13 | $127-89.9% | $13,984-99.9% | $158-91.8% |