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 | $11,900 |
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 | $51,020 | $47,977+6.3% | $154,107-66.9% | $56,287-9.4% |
| Participation rate | 94.1% | 66.2%+27.9pp | 83.0%+11.0pp | 69.9%+24.2pp |
| Annual return | -5.69% | 3.54%-9.2pp | 735.12%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $3,727 | $2,169+71.9% | $5,298-29.6% | $2,111+76.5% |
| Participant deferral / active EE | $1,631 | $2,392-31.8% | $5,081-67.9% | $3,350-51.3% |
| Admin fee / account holder | $50 | $438-88.5% | $13,411-99.6% | $521-90.4% |