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 | $22,149 |
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 | $54,492 | $49,138+10.9% | $84,015-35.1% | $65,185-16.4% |
| Participation rate | 77.8% | 60.7%+17.0pp | 69.0%+8.8pp | 70.2%+7.6pp |
| Annual return | 21.99% | 23.00%-1.0pp | 71.31%-49.3pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,455 | $914+59.3% | $1,983-26.6% | $2,177-33.1% |
| Participant deferral / active EE | $3,165 | $2,397+32.0% | $3,239-2.3% | $3,514-9.9% |
| Admin fee / account holder | $152 | $543-72.1% | $6,101-97.5% | $847-82.1% |