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 | $16,098 |
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 | $52,650 | $52,953-0.6% | $172,739-69.5% | $65,185-19.2% |
| Participation rate | 95.3% | 66.2%+29.1pp | 82.6%+12.7pp | 70.2%+25.1pp |
| Annual return | 19.71% | 30.12%-10.4pp | 802.84%-783.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $3,323 | $2,190+51.7% | $5,143-35.4% | $2,177+52.7% |
| Participant deferral / active EE | $1,689 | $2,471-31.6% | $5,198-67.5% | $3,514-51.9% |
| Admin fee / account holder | $60 | $472-87.4% | $13,954-99.6% | $847-93.0% |