Filed April 13, 2026 (most recent of 3 filings on file)
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 15 · EIN 84-0467907 | Recordkeeping | $149,771 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Participant com... | $1,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,686 | $144,996+8.1% | $111,297+40.8% | $93,030+68.4% |
| Participation rate | 98.3% | 86.2%+12.1pp | 77.3%+21.0pp | 73.9%+24.4pp |
| Annual return | 13.34% | 18.26%-4.9pp | 54.65%-41.3pp | 158.70%-145.4pp |
| Employer contribution / active EE | $2,698 | $3,056-11.7% | $2,731-1.2% | $2,706-0.3% |
| Participant deferral / active EE | $13,588 | $5,587+143.2% | $4,487+202.8% | $4,562+197.8% |
| Admin fee / account holder | $30 | $103-71.4% | $7,964-99.6% | $152-80.5% |