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 | $862 |
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 | $64,957 | $56,485+15.0% | $185,823-65.0% | $86,799-25.2% |
| Participation rate | 46.7% | 65.5%-18.7pp | 81.7%-35.0pp | 72.3%-25.5pp |
| Annual return | 14.08% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.8pp |
| Employer contribution / active EE | $710 | $1,843-61.5% | $5,167-86.3% | $2,405-70.5% |
| Participant deferral / active EE | $1,809 | $2,553-29.2% | $5,568-67.5% | $4,131-56.2% |
| Admin fee / account holder | $3 | $150-97.8% | $16,237-100.0% | $170-98.1% |